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 | $57,718 | $58,927-2.1% | $76,817-24.9% | $72,985-20.9% |
| Participation rate | 13.0% | 67.3%-54.4pp | 72.1%-59.1pp | 69.5%-56.5pp |
| Annual return | 24.06% | 2305.64%-2281.6pp | 1166.11%-1142.0pp | 81.00%-56.9pp |
| Employer contribution / active EE | $223 | $1,787-87.5% | $2,302-90.3% | $2,440-90.9% |
| Participant deferral / active EE | $864 | $2,690-67.9% | $3,336-74.1% | $3,607-76.0% |
| Admin fee / account holder | $0 | $4,013-100.0% | $6,420-100.0% | $5,124-100.0% |