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 | $28,049 | $138,065-79.7% | $123,544-77.3% | $135,375-79.3% |
| Participation rate | 11.8% | 84.7%-73.0pp | 82.3%-70.5pp | 82.6%-70.9pp |
| Annual return | -7.61% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $396 | $5,151-92.3% | $4,628-91.4% | $4,779-91.7% |
| Participant deferral / active EE | $495 | $6,799-92.7% | $6,426-92.3% | $5,609-91.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |