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 6-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 | $23,314 | $124,319-81.2% | $111,297-79.1% | $167,490-86.1% |
| Participation rate | 6.7% | 79.6%-72.9pp | 77.3%-70.6pp | 82.1%-75.4pp |
| Annual return | 794.83% | 37.44%+757.4pp | 54.65%+740.2pp | 478.56%+316.3pp |
| Employer contribution / active EE | $33 | $3,435-99.0% | $2,731-98.8% | $4,837-99.3% |
| Participant deferral / active EE | $192 | $5,180-96.3% | $4,487-95.7% | $6,341-97.0% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |