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 6-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 | $86,792 | $105,860-18.0% | $90,749-4.4% | $134,475-35.5% |
| Participation rate | 33.3% | 78.2%-44.9pp | 75.7%-42.4pp | 81.2%-47.9pp |
| Annual return | 123.75% | -11.01%+134.8pp | -12.16%+135.9pp | 417.96%-294.2pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $110 | $13,938-99.2% | $8,445-98.7% | $11,426-99.0% |