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 | $27,458 | $109,817-75.0% | $98,442-72.1% | $167,490-83.6% |
| Participation rate | 23.1% | 75.8%-52.7pp | 73.3%-50.3pp | 82.1%-59.0pp |
| Annual return | 32.46% | 1956.69%-1924.2pp | 1492.73%-1460.3pp | 478.56%-446.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $384 | $4,673-91.8% | $4,276-91.0% | $6,341-93.9% |
| Admin fee / account holder | $13 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |