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 | $61,461 | $73,515-16.4% | $62,995-2.4% | $147,584-58.4% |
| Participation rate | 5.3% | 77.9%-72.6pp | 74.8%-69.5pp | 82.8%-77.6pp |
| Annual return | 18.90% | 175.43%-156.5pp | 87.57%-68.7pp | 578.55%-559.7pp |
| Employer contribution / active EE | $237 | $3,320-92.9% | $2,759-91.4% | $4,876-95.1% |
| Participant deferral / active EE | $579 | $4,185-86.2% | $3,329-82.6% | $5,439-89.4% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |