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 | $83,604 | $95,971-12.9% | $74,550+12.1% | $135,375-38.2% |
| Participation rate | 8.7% | 75.7%-67.0pp | 69.1%-60.4pp | 82.6%-73.9pp |
| Annual return | -6.40% | 56.96%-63.4pp | 32.53%-38.9pp | 519.73%-526.1pp |
| Employer contribution / active EE | $219 | $2,716-91.9% | $1,961-88.8% | $4,779-95.4% |
| Participant deferral / active EE | $268 | $3,843-93.0% | $3,108-91.4% | $5,609-95.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |