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 | $22,864 | $138,065-83.4% | $123,544-81.5% | $135,375-83.1% |
| Participation rate | 27.3% | 84.7%-57.5pp | 82.3%-55.0pp | 82.6%-55.4pp |
| Annual return | -4.63% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $91 | $5,151-98.2% | $4,628-98.0% | $4,779-98.1% |
| Participant deferral / active EE | $972 | $6,799-85.7% | $6,426-84.9% | $5,609-82.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |