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 | $22,223 | $78,694-71.8% | $67,652-67.2% | $125,391-82.3% |
| Participation rate | 35.0% | 78.8%-43.8pp | 75.7%-40.7pp | 83.2%-48.2pp |
| Annual return | 80.46% | 9.46%+71.0pp | 6625.04%-6544.6pp | 282.22%-201.8pp |
| Employer contribution / active EE | $282 | $3,044-90.7% | $2,266-87.6% | $4,866-94.2% |
| Participant deferral / active EE | $440 | $4,292-89.7% | $3,560-87.6% | $5,352-91.8% |
| Admin fee / account holder | $224 | $7,403-97.0% | $4,821-95.3% | $9,540-97.6% |