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 | $35,520 | $104,907-66.1% | $84,611-58.0% | $152,861-76.8% |
| Participation rate | 8.3% | 74.8%-66.5pp | 68.2%-59.9pp | 82.4%-74.1pp |
| Annual return | 25.70% | 373.79%-348.1pp | 258.74%-233.0pp | 345.32%-319.6pp |
| Employer contribution / active EE | $83 | $3,302-97.5% | $2,652-96.9% | $4,762-98.3% |
| Participant deferral / active EE | $104 | $4,688-97.8% | $3,899-97.3% | $5,850-98.2% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |