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 | $29,915 | $197,825-84.9% | $155,790-80.8% | $125,391-76.1% |
| Participation rate | 31.8% | 82.1%-50.3pp | 76.1%-44.3pp | 83.2%-51.4pp |
| Annual return | -2.82% | 86.74%-89.6pp | 71.54%-74.4pp | 282.22%-285.0pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $513 | $5,630-90.9% | $4,797-89.3% | $5,352-90.4% |
| Admin fee / account holder | $68 | $9,545-99.3% | $7,478-99.1% | $9,540-99.3% |