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 | $51,384 | $135,635-62.1% | $110,238-53.4% | $135,375-62.0% |
| Participation rate | 23.8% | 83.5%-59.6pp | 79.8%-56.0pp | 82.6%-58.8pp |
| Annual return | -5.68% | 513.19%-518.9pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $322 | $5,506-94.1% | $4,672-93.1% | $5,609-94.3% |
| Admin fee / account holder | $61 | $11,457-99.5% | $8,547-99.3% | $10,827-99.4% |