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 | $56,092 | $114,047-50.8% | $96,139-41.7% | $167,490-66.5% |
| Participation rate | 7.1% | 75.1%-67.9pp | 68.4%-61.3pp | 82.1%-75.0pp |
| Annual return | 14.06% | 189.88%-175.8pp | 191.94%-177.9pp | 478.56%-464.5pp |
| Employer contribution / active EE | $209 | $3,427-93.9% | $2,797-92.5% | $4,837-95.7% |
| Participant deferral / active EE | $261 | $5,194-95.0% | $4,349-94.0% | $6,341-95.9% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |