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 | $50,753 | $102,604-50.5% | $86,188-41.1% | $139,434-63.6% |
| Participation rate | 22.2% | 74.5%-52.3pp | 69.0%-46.7pp | 80.3%-58.1pp |
| Annual return | 16.16% | 1922.51%-1906.3pp | 1168.45%-1152.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $472 | $3,032-84.4% | $2,380-80.2% | $4,751-90.1% |
| Participant deferral / active EE | $558 | $4,676-88.1% | $3,985-86.0% | $6,710-91.7% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |