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 7-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 | $60,431 | $64,707-6.6% | $112,228-46.2% | $68,494-11.8% |
| Participation rate | 7.3% | 67.2%-59.9pp | 75.1%-67.8pp | 67.9%-60.6pp |
| Annual return | 1033.76% | -11.40%+1045.2pp | 27.45%+1006.3pp | -7.84%+1041.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $462 | $3,565-87.1% | $4,728-90.2% | $4,027-88.5% |
| Admin fee / account holder | $116 | $5,232-97.8% | $6,410-98.2% | $5,403-97.8% |