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 | $24,586 | $150,440-83.7% | $136,294-82.0% | $147,584-83.3% |
| Participation rate | 10.0% | 84.4%-74.4pp | 81.9%-71.9pp | 82.8%-72.8pp |
| Annual return | 19.66% | 1049.08%-1029.4pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $208 | $5,256-96.0% | $4,695-95.6% | $4,876-95.7% |
| Participant deferral / active EE | $208 | $6,630-96.9% | $6,247-96.7% | $5,439-96.2% |
| Admin fee / account holder | $156 | $10,905-98.6% | $9,243-98.3% | $10,885-98.6% |