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 | $52,948 | $104,907-49.5% | $84,611-37.4% | $152,861-65.4% |
| Participation rate | 9.5% | 74.8%-65.3pp | 68.2%-58.7pp | 82.4%-72.9pp |
| Annual return | 23.81% | 373.79%-350.0pp | 258.74%-234.9pp | 345.32%-321.5pp |
| Employer contribution / active EE | $174 | $3,302-94.7% | $2,652-93.4% | $4,762-96.3% |
| Participant deferral / active EE | $174 | $4,688-96.3% | $3,899-95.5% | $5,850-97.0% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |