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 | $40,602 | $177,572-77.1% | $154,803-73.8% | $142,382-71.5% |
| Participation rate | 5.3% | 82.1%-76.8pp | 78.1%-72.8pp | 80.1%-74.9pp |
| Annual return | 15.21% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $62 | $4,810-98.7% | $4,305-98.6% | $4,299-98.6% |
| Participant deferral / active EE | $62 | $6,272-99.0% | $5,540-98.9% | $6,507-99.1% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |