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 5-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 | $96,692 | $190,805-49.3% | $159,960-39.6% | $134,475-28.1% |
| Participation rate | 40.0% | 81.9%-41.9pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -14.87% | 552.23%-567.1pp | 408.60%-423.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $460 | $4,995-90.8% | $4,226-89.1% | $4,740-90.3% |
| Participant deferral / active EE | $605 | $6,923-91.3% | $6,182-90.2% | $6,400-90.5% |
| Admin fee / account holder | $34 | $10,471-99.7% | $8,698-99.6% | $11,426-99.7% |