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 7-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 | $38,690 | $83,477-53.7% | $125,175-69.1% | $72,985-47.0% |
| Participation rate | 1.6% | 73.3%-71.7pp | 79.8%-78.1pp | 69.5%-67.8pp |
| Annual return | 35.02% | 25.78%+9.2pp | 43.79%-8.8pp | 81.00%-46.0pp |
| Employer contribution / active EE | $15 | $2,345-99.4% | $3,865-99.6% | $2,440-99.4% |
| Participant deferral / active EE | $276 | $3,585-92.3% | $4,937-94.4% | $3,607-92.3% |
| Admin fee / account holder | $0 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |