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 8-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 | $54,127 | $109,817-50.7% | $98,442-45.0% | $167,490-67.7% |
| Participation rate | 6.3% | 75.8%-69.6pp | 73.3%-67.1pp | 82.1%-75.9pp |
| Annual return | 11.43% | 1956.69%-1945.3pp | 1492.73%-1481.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $130 | $3,224-96.0% | $2,960-95.6% | $4,837-97.3% |
| Participant deferral / active EE | $130 | $4,673-97.2% | $4,276-97.0% | $6,341-98.0% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |