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 | $72,313 | $82,664-12.5% | $125,339-42.3% | $68,494+5.6% |
| Participation rate | 18.6% | 75.0%-56.4pp | 82.4%-63.7pp | 67.9%-49.2pp |
| Annual return | -16.77% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $667 | $3,381-80.3% | $4,814-86.1% | $2,596-74.3% |
| Participant deferral / active EE | $1,324 | $6,110-78.3% | $7,446-82.2% | $4,027-67.1% |
| Admin fee / account holder | $5 | $6,275-99.9% | $10,010-100.0% | $5,403-99.9% |