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 9-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 | $47,810 | $99,640-52.0% | $86,436-44.7% | $134,475-64.4% |
| Participation rate | 15.0% | 82.0%-67.0pp | 80.3%-65.3pp | 81.2%-66.2pp |
| Annual return | -2.92% | 6782.58%-6785.5pp | 4394.89%-4397.8pp | 417.96%-420.9pp |
| Employer contribution / active EE | $388 | $4,400-91.2% | $3,769-89.7% | $4,740-91.8% |
| Participant deferral / active EE | $1,892 | $7,246-73.9% | $6,952-72.8% | $6,400-70.4% |
| Admin fee / account holder | $240 | $8,371-97.1% | $6,731-96.4% | $11,426-97.9% |