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 8-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 | $20,242 | $77,813-74.0% | $123,544-83.6% | $64,186-68.5% |
| Participation rate | 10.7% | 74.7%-64.0pp | 82.3%-71.6pp | 69.6%-58.9pp |
| Annual return | 10197.21% | 12.48%+10184.7pp | 119.20%+10078.0pp | 7.63%+10189.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $323 | $5,240-93.8% | $6,426-95.0% | $3,470-90.7% |
| Admin fee / account holder | $123 | $5,519-97.8% | $9,284-98.7% | $4,888-97.5% |