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 7-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 | $24,775 | $190,805-87.0% | $159,960-84.5% | $134,475-81.6% |
| Participation rate | 58.3% | 81.9%-23.6pp | 78.0%-19.6pp | 81.2%-22.9pp |
| Annual return | -17.42% | 552.23%-569.7pp | 408.60%-426.0pp | 417.96%-435.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,159 | $6,923-83.3% | $6,182-81.3% | $6,400-81.9% |
| Admin fee / account holder | $46 | $10,471-99.6% | $8,698-99.5% | $11,426-99.6% |