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 | $54,741 | $202,318-72.9% | $172,739-68.3% | $152,861-64.2% |
| Participation rate | 36.4% | 87.1%-50.7pp | 82.6%-46.3pp | 82.4%-46.1pp |
| Annual return | 25.38% | 1029.65%-1004.3pp | 802.84%-777.5pp | 345.32%-319.9pp |
| Employer contribution / active EE | $629 | $5,856-89.3% | $5,143-87.8% | $4,762-86.8% |
| Participant deferral / active EE | $1,569 | $5,948-73.6% | $5,198-69.8% | $5,850-73.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |