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 8-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 | $30,123 | $160,055-81.2% | $140,016-78.5% | $135,375-77.7% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.5%-44.6pp | 82.6%-39.8pp |
| Annual return | -6.08% | 911.38%-917.5pp | 651.12%-657.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $776 | $6,420-87.9% | $5,606-86.2% | $4,779-83.8% |
| Participant deferral / active EE | $818 | $7,642-89.3% | $6,927-88.2% | $5,609-85.4% |
| Admin fee / account holder | $22 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |