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 | $50,224 | $160,055-68.6% | $140,016-64.1% | $135,375-62.9% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.5%-30.4pp | 82.6%-25.5pp |
| Annual return | -4.64% | 911.38%-916.0pp | 651.12%-655.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $781 | $6,420-87.8% | $5,606-86.1% | $4,779-83.7% |
| Participant deferral / active EE | $1,561 | $7,642-79.6% | $6,927-77.5% | $5,609-72.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |