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 | $27,856 | $135,635-79.5% | $110,238-74.7% | $135,375-79.4% |
| Participation rate | 45.8% | 83.5%-37.6pp | 79.8%-34.0pp | 82.6%-36.8pp |
| Annual return | -6.90% | 513.19%-520.1pp | 314.74%-321.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,507 | $5,506-72.6% | $4,672-67.7% | $5,609-73.1% |
| Admin fee / account holder | $25 | $11,457-99.8% | $8,547-99.7% | $10,827-99.8% |