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 | $46,251 | $209,832-78.0% | $189,513-75.6% | $167,490-72.4% |
| Participation rate | 14.3% | 88.7%-74.4pp | 87.8%-73.5pp | 82.1%-67.8pp |
| Annual return | 14.17% | 748.27%-734.1pp | 555.15%-541.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $66 | $6,914-99.0% | $6,162-98.9% | $4,837-98.6% |
| Participant deferral / active EE | $309 | $8,935-96.5% | $8,221-96.2% | $6,341-95.1% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |