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 | $75,923 | $150,440-49.5% | $136,294-44.3% | $147,584-48.6% |
| Participation rate | 30.8% | 84.4%-53.7pp | 81.9%-51.2pp | 82.8%-52.1pp |
| Annual return | 21.20% | 1049.08%-1027.9pp | 5155.94%-5134.7pp | 578.55%-557.4pp |
| Employer contribution / active EE | $625 | $5,256-88.1% | $4,695-86.7% | $4,876-87.2% |
| Participant deferral / active EE | $1,578 | $6,630-76.2% | $6,247-74.7% | $5,439-71.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |