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 8-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 | $133,762 | $198,466-32.6% | $170,442-21.5% | $147,584-9.4% |
| Participation rate | 28.6% | 88.0%-59.4pp | 83.6%-55.0pp | 82.8%-54.3pp |
| Annual return | 168.74% | 257.29%-88.6pp | 205.93%-37.2pp | 578.55%-409.8pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $321 | $5,629-94.3% | $4,939-93.5% | $5,439-94.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |