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 | $75,969 | $210,648-63.9% | $177,989-57.3% | $145,922-47.9% |
| Participation rate | 12.5% | 80.8%-68.3pp | 77.1%-64.6pp | 80.3%-67.8pp |
| Annual return | 17.97% | 385.86%-367.9pp | 294.48%-276.5pp | 561.29%-543.3pp |
| Employer contribution / active EE | $163 | $4,565-96.4% | $3,949-95.9% | $4,660-96.5% |
| Participant deferral / active EE | $325 | $6,958-95.3% | $6,276-94.8% | $6,688-95.1% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |