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 | $33,356 | $150,440-77.8% | $136,294-75.5% | $147,584-77.4% |
| Participation rate | 12.5% | 84.4%-71.9pp | 81.9%-69.4pp | 82.8%-70.3pp |
| Annual return | 13.20% | 1049.08%-1035.9pp | 5155.94%-5142.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $166 | $5,256-96.8% | $4,695-96.5% | $4,876-96.6% |
| Participant deferral / active EE | $192 | $6,630-97.1% | $6,247-96.9% | $5,439-96.5% |
| Admin fee / account holder | $140 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |