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 | $45,226 | $150,440-69.9% | $136,294-66.8% | $147,584-69.4% |
| Participation rate | 12.5% | 84.4%-71.9pp | 81.9%-69.4pp | 82.8%-70.3pp |
| Annual return | 21.43% | 1049.08%-1027.6pp | 5155.94%-5134.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $252 | $5,256-95.2% | $4,695-94.6% | $4,876-94.8% |
| Participant deferral / active EE | $630 | $6,630-90.5% | $6,247-89.9% | $5,439-88.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |