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 | $23,526 | $53,127-55.7% | $86,590-72.8% | $70,131-66.5% |
| Participation rate | 2.6% | 65.3%-62.7pp | 73.5%-70.9pp | 69.5%-66.9pp |
| Annual return | 25.01% | 27.66%-2.7pp | 964.84%-939.8pp | 73.14%-48.1pp |
| Employer contribution / active EE | $58 | $2,068-97.2% | $2,839-98.0% | $2,342-97.5% |
| Participant deferral / active EE | $144 | $2,696-94.6% | $3,609-96.0% | $3,332-95.7% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |