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 | $35,446 | $138,065-74.3% | $123,544-71.3% | $135,375-73.8% |
| Participation rate | 11.1% | 84.7%-73.6pp | 82.3%-71.2pp | 82.6%-71.5pp |
| Annual return | 1.34% | 153.68%-152.3pp | 119.20%-117.9pp | 519.73%-518.4pp |
| Employer contribution / active EE | $298 | $5,151-94.2% | $4,628-93.6% | $4,779-93.8% |
| Participant deferral / active EE | $340 | $6,799-95.0% | $6,426-94.7% | $5,609-93.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |