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 | $215,583 | $86,286+149.8% | $111,297+93.7% | $85,850+151.1% |
| Participation rate | 30.8% | 73.3%-42.6pp | 77.3%-46.5pp | 69.3%-38.5pp |
| Annual return | 59.12% | 19.99%+39.1pp | 54.65%+4.5pp | 318.53%-259.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,330 | $3,641-63.5% | $4,487-70.4% | $3,952-66.3% |
| Admin fee / account holder | $99 | $8,188-98.8% | $7,964-98.8% | $6,260-98.4% |