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 9-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 | $43,304 | $72,400-40.2% | $67,502-35.8% | $145,922-70.3% |
| Participation rate | 14.3% | 76.9%-62.6pp | 72.9%-58.6pp | 80.3%-66.0pp |
| Annual return | 12.51% | 7182.46%-7170.0pp | 3512.12%-3499.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3 | $3,069-99.9% | $2,731-99.9% | $4,660-99.9% |
| Participant deferral / active EE | $3 | $4,783-99.9% | $4,000-99.9% | $6,688-100.0% |
| Admin fee / account holder | $15 | $5,539-99.7% | $3,998-99.6% | $13,397-99.9% |