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 | $29,088 | $180,449-83.9% | $154,107-81.1% | $135,375-78.5% |
| Participation rate | 38.1% | 87.4%-49.3pp | 83.0%-44.9pp | 82.6%-44.5pp |
| Annual return | -6.13% | 888.09%-894.2pp | 735.12%-741.2pp | 519.73%-525.9pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $821 | $5,806-85.9% | $5,081-83.8% | $5,609-85.4% |
| Admin fee / account holder | $65 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |