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 | $23,765 | $58,927-59.7% | $76,817-69.1% | $72,985-67.4% |
| Participation rate | 14.8% | 67.3%-52.6pp | 72.1%-57.3pp | 69.5%-54.7pp |
| Annual return | 20.66% | 2305.64%-2285.0pp | 1166.11%-1145.4pp | 81.00%-60.3pp |
| Employer contribution / active EE | $76 | $1,787-95.7% | $2,302-96.7% | $2,440-96.9% |
| Participant deferral / active EE | $305 | $2,690-88.6% | $3,336-90.8% | $3,607-91.5% |
| Admin fee / account holder | $0 | $4,013-100.0% | $6,420-100.0% | $5,124-100.0% |