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 | $227,410 | $198,466+14.6% | $170,442+33.4% | $147,584+54.1% |
| Participation rate | 28.6% | 88.0%-59.4pp | 83.6%-55.0pp | 82.8%-54.3pp |
| Annual return | 20.48% | 257.29%-236.8pp | 205.93%-185.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,193 | $6,184-80.7% | $5,433-78.0% | $4,876-75.5% |
| Participant deferral / active EE | $1,519 | $5,629-73.0% | $4,939-69.3% | $5,439-72.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |