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 | $102,922 | $150,440-31.6% | $136,294-24.5% | $147,584-30.3% |
| Participation rate | 13.0% | 84.4%-71.4pp | 81.9%-68.9pp | 82.8%-69.8pp |
| Annual return | 22.47% | 1049.08%-1026.6pp | 5155.94%-5133.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $817 | $5,256-84.5% | $4,695-82.6% | $4,876-83.2% |
| Participant deferral / active EE | $1,702 | $6,630-74.3% | $6,247-72.8% | $5,439-68.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |