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 | $32,020 | $228,332-86.0% | $185,823-82.8% | $158,922-79.9% |
| Participation rate | 13.3% | 82.3%-69.0pp | 78.0%-64.7pp | 82.0%-68.6pp |
| Annual return | 14.69% | 40.80%-26.1pp | 35.95%-21.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $172 | $4,967-96.5% | $4,087-95.8% | $4,761-96.4% |
| Participant deferral / active EE | $370 | $6,415-94.2% | $5,632-93.4% | $5,982-93.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |