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 | $26,835 | $97,757-72.5% | $83,848-68.0% | $135,375-80.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -4.58% | 1287.37%-1292.0pp | 850.88%-855.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $631 | $4,222-85.1% | $3,631-82.6% | $4,779-86.8% |
| Participant deferral / active EE | $711 | $4,682-84.8% | $4,082-82.6% | $5,609-87.3% |
| Admin fee / account holder | $14 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |