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 | $114,028 | $53,053+114.9% | $126,539-9.9% | $74,304+53.5% |
| Participation rate | 4.0% | 48.0%-44.0pp | 69.8%-65.8pp | 60.3%-56.3pp |
| Annual return | 16.80% | 29.46%-12.7pp | 425.95%-409.1pp | 29.43%-12.6pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $248 | $2,303-89.2% | $4,083-93.9% | $3,767-93.4% |
| Admin fee / account holder | $0 | $3,698-100.0% | $6,065-100.0% | $2,969-100.0% |