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 8-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 | $19,289 | $72,071-73.2% | $68,368-71.8% | $137,256-85.9% |
| Participation rate | 8.3% | 76.2%-67.9pp | 73.8%-65.4pp | 80.0%-71.6pp |
| Annual return | 22.58% | 353.14%-330.6pp | 292.57%-270.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $151 | $2,788-94.6% | $2,649-94.3% | $4,156-96.4% |
| Participant deferral / active EE | $289 | $4,410-93.4% | $4,123-93.0% | $6,407-95.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |