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 | $57,501 | $135,635-57.6% | $110,238-47.8% | $135,375-57.5% |
| Participation rate | 36.4% | 83.5%-47.1pp | 79.8%-43.5pp | 82.6%-46.3pp |
| Annual return | -6.33% | 513.19%-519.5pp | 314.74%-321.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $157 | $4,906-96.8% | $3,826-95.9% | $4,779-96.7% |
| Participant deferral / active EE | $1,032 | $5,506-81.3% | $4,672-77.9% | $5,609-81.6% |
| Admin fee / account holder | $69 | $11,457-99.4% | $8,547-99.2% | $10,827-99.4% |