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 9-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 | $214,930 | $135,952+58.1% | $123,892+73.5% | $273,961-21.5% |
| Participation rate | 5.3% | 84.1%-78.8pp | 81.4%-76.1pp | 83.0%-77.8pp |
| Annual return | 6.32% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $326 | $5,170-93.7% | $4,617-92.9% | $4,869-93.3% |
| Participant deferral / active EE | $15 | $6,343-99.8% | $5,984-99.7% | $5,287-99.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |