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 | $39,869 | $106,890-62.7% | $84,015-52.5% | $152,861-73.9% |
| Participation rate | 5.9% | 75.2%-69.4pp | 69.0%-63.1pp | 82.4%-76.6pp |
| Annual return | 25.11% | 104.99%-79.9pp | 71.31%-46.2pp | 345.32%-320.2pp |
| Employer contribution / active EE | $101 | $2,734-96.3% | $1,983-94.9% | $4,762-97.9% |
| Participant deferral / active EE | $137 | $4,011-96.6% | $3,239-95.8% | $5,850-97.7% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |