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 | $38,121 | $190,805-80.0% | $159,960-76.2% | $134,475-71.7% |
| Participation rate | 12.5% | 81.9%-69.4pp | 78.0%-65.5pp | 81.2%-68.7pp |
| Annual return | -16.99% | 552.23%-569.2pp | 408.60%-425.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $205 | $4,995-95.9% | $4,226-95.1% | $4,740-95.7% |
| Participant deferral / active EE | $428 | $6,923-93.8% | $6,182-93.1% | $6,400-93.3% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |