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 | $62,390 | $112,096-44.3% | $95,952-35.0% | $158,922-60.7% |
| Participation rate | 5.0% | 79.0%-74.0pp | 77.1%-72.1pp | 82.0%-77.0pp |
| Annual return | 41.07% | 171.09%-130.0pp | 91.61%-50.5pp | 302.83%-261.8pp |
| Employer contribution / active EE | $160 | $3,198-95.0% | $2,541-93.7% | $4,761-96.6% |
| Participant deferral / active EE | $975 | $4,784-79.6% | $4,167-76.6% | $5,982-83.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |