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 | $30,724 | $160,055-80.8% | $140,016-78.1% | $135,375-77.3% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.5%-22.8pp | 82.6%-17.9pp |
| Annual return | -4.16% | 911.38%-915.5pp | 651.12%-655.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,736 | $7,642-77.3% | $6,927-74.9% | $5,609-69.0% |
| Admin fee / account holder | $54 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |