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 | $55,463 | $180,449-69.3% | $154,107-64.0% | $135,375-59.0% |
| Participation rate | 35.7% | 87.4%-51.7pp | 83.0%-47.3pp | 82.6%-46.9pp |
| Annual return | -3.68% | 888.09%-891.8pp | 735.12%-738.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $161 | $6,035-97.3% | $5,298-97.0% | $4,779-96.6% |
| Participant deferral / active EE | $847 | $5,806-85.4% | $5,081-83.3% | $5,609-84.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |