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 | $53,707 | $97,757-45.1% | $83,848-35.9% | $135,375-60.3% |
| Participation rate | 20.0% | 80.0%-60.0pp | 76.1%-56.1pp | 82.6%-62.6pp |
| Annual return | 5722.78% | 1287.37%+4435.4pp | 850.88%+4871.9pp | 519.73%+5203.0pp |
| Employer contribution / active EE | $216 | $4,222-94.9% | $3,631-94.1% | $4,779-95.5% |
| Participant deferral / active EE | $580 | $4,682-87.6% | $4,082-85.8% | $5,609-89.7% |
| Admin fee / account holder | $57 | $6,674-99.1% | $5,478-99.0% | $10,827-99.5% |