See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,648 | $135,635-68.6% | $110,238-61.3% | $135,375-68.5% |
| Participation rate | 61.1% | 83.5%-22.3pp | 79.8%-18.7pp | 82.6%-21.5pp |
| Annual return | -7.04% | 513.19%-520.2pp | 314.74%-321.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $393 | $5,506-92.9% | $4,672-91.6% | $5,609-93.0% |
| Admin fee / account holder | $216 | $11,457-98.1% | $8,547-97.5% | $10,827-98.0% |