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 | $31,580 | $202,318-84.4% | $172,739-81.7% | $152,861-79.3% |
| Participation rate | 43.8% | 87.1%-43.3pp | 82.6%-38.9pp | 82.4%-38.7pp |
| Annual return | 19.98% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.3pp |
| Employer contribution / active EE | $263 | $5,856-95.5% | $5,143-94.9% | $4,762-94.5% |
| Participant deferral / active EE | $788 | $5,948-86.8% | $5,198-84.8% | $5,850-86.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |