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 | $153,883 | $106,543+44.4% | $91,220+68.7% | $134,475+14.4% |
| Participation rate | 20.0% | 76.8%-56.8pp | 73.2%-53.2pp | 81.2%-61.2pp |
| Annual return | -6.11% | 160.60%-166.7pp | 114.01%-120.1pp | 417.96%-424.1pp |
| Employer contribution / active EE | $176 | $3,331-94.7% | $2,850-93.8% | $4,740-96.3% |
| Participant deferral / active EE | $176 | $4,719-96.3% | $4,234-95.8% | $6,400-97.2% |
| Admin fee / account holder | $20 | $6,231-99.7% | $5,420-99.6% | $11,426-99.8% |