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 | $25,014 | $99,640-74.9% | $86,436-71.1% | $134,475-81.4% |
| Participation rate | 37.5% | 82.0%-44.5pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -17.32% | 6782.58%-6799.9pp | 4394.89%-4412.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $107 | $4,400-97.6% | $3,769-97.2% | $4,740-97.8% |
| Participant deferral / active EE | $677 | $7,246-90.7% | $6,952-90.3% | $6,400-89.4% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |