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 | $111,391 | $150,440-26.0% | $136,294-18.3% | $147,584-24.5% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 23.76% | 1049.08%-1025.3pp | 5155.94%-5132.2pp | 578.55%-554.8pp |
| Employer contribution / active EE | $728 | $5,256-86.2% | $4,695-84.5% | $4,876-85.1% |
| Participant deferral / active EE | $1,445 | $6,630-78.2% | $6,247-76.9% | $5,439-73.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |