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 | $33,875 | $99,640-66.0% | $86,436-60.8% | $134,475-74.8% |
| Participation rate | 35.7% | 82.0%-46.3pp | 80.3%-44.6pp | 81.2%-45.5pp |
| Annual return | -20.70% | 6782.58%-6803.3pp | 4394.89%-4415.6pp | 417.96%-438.7pp |
| Employer contribution / active EE | $245 | $4,400-94.4% | $3,769-93.5% | $4,740-94.8% |
| Participant deferral / active EE | $1,224 | $7,246-83.1% | $6,952-82.4% | $6,400-80.9% |
| Admin fee / account holder | $131 | $8,371-98.4% | $6,731-98.0% | $11,426-98.8% |