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 | $72,423 | $135,635-46.6% | $110,238-34.3% | $135,375-46.5% |
| Participation rate | 35.7% | 83.5%-47.7pp | 79.8%-44.1pp | 82.6%-46.9pp |
| Annual return | -7.96% | 513.19%-521.1pp | 314.74%-322.7pp | 519.73%-527.7pp |
| Employer contribution / active EE | $7 | $4,906-99.9% | $3,826-99.8% | $4,779-99.8% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $297 | $11,457-97.4% | $8,547-96.5% | $10,827-97.3% |