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 | $30,924 | $70,587-56.2% | $124,672-75.2% | $85,850-64.0% |
| Participation rate | 10.3% | 64.4%-54.1pp | 74.6%-64.3pp | 69.3%-59.0pp |
| Annual return | 13.90% | 20688.83%-20674.9pp | 5142.93%-5129.0pp | 318.53%-304.6pp |
| Employer contribution / active EE | $109 | $1,913-94.3% | $3,324-96.7% | $2,565-95.7% |
| Participant deferral / active EE | $156 | $2,969-94.7% | $4,614-96.6% | $3,952-96.0% |
| Admin fee / account holder | $20 | $5,282-99.6% | $7,493-99.7% | $6,260-99.7% |