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 | $74,888-74.2% | $71,209-72.9% | $142,382-86.5% |
| Participation rate | 8.3% | 76.2%-67.9pp | 73.8%-65.4pp | 80.1%-71.8pp |
| Annual return | 22.58% | 345.14%-322.6pp | 282.51%-259.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $151 | $2,854-94.7% | $2,721-94.5% | $4,299-96.5% |
| Participant deferral / active EE | $289 | $4,454-93.5% | $4,175-93.1% | $6,507-95.6% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |