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 | $24,380 | $226,064-89.2% | $182,532-86.6% | $152,861-84.1% |
| Participation rate | 13.3% | 82.5%-69.1pp | 78.0%-64.6pp | 82.4%-69.1pp |
| Annual return | 21.38% | 192.51%-171.1pp | 148.54%-127.2pp | 345.32%-323.9pp |
| Employer contribution / active EE | $192 | $4,978-96.1% | $4,076-95.3% | $4,762-96.0% |
| Participant deferral / active EE | $398 | $6,368-93.8% | $5,524-92.8% | $5,850-93.2% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |