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 | $31,291 | $100,754-68.9% | $86,677-63.9% | $134,475-76.7% |
| Participation rate | 20.0% | 78.9%-58.9pp | 76.6%-56.6pp | 81.2%-61.2pp |
| Annual return | -15.67% | 29.04%-44.7pp | 35.91%-51.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $593 | $3,489-83.0% | $2,836-79.1% | $4,740-87.5% |
| Participant deferral / active EE | $872 | $5,338-83.7% | $4,656-81.3% | $6,400-86.4% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |