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 | $88,660 | $202,318-56.2% | $172,739-48.7% | $152,861-42.0% |
| Participation rate | 30.8% | 87.1%-56.3pp | 82.6%-51.9pp | 82.4%-51.7pp |
| Annual return | 22.46% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $609 | $5,856-89.6% | $5,143-88.2% | $4,762-87.2% |
| Participant deferral / active EE | $1,789 | $5,948-69.9% | $5,198-65.6% | $5,850-69.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |