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 | $36,163 | $135,635-73.3% | $110,238-67.2% | $135,375-73.3% |
| Participation rate | 42.9% | 83.5%-40.6pp | 79.8%-37.0pp | 82.6%-39.8pp |
| Annual return | -0.87% | 513.19%-514.1pp | 314.74%-315.6pp | 519.73%-520.6pp |
| Employer contribution / active EE | $686 | $4,906-86.0% | $3,826-82.1% | $4,779-85.6% |
| Participant deferral / active EE | $1,065 | $5,506-80.7% | $4,672-77.2% | $5,609-81.0% |
| Admin fee / account holder | $232 | $11,457-98.0% | $8,547-97.3% | $10,827-97.9% |