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 | $91,324 | $189,613-51.8% | $167,512-45.5% | $142,382-35.9% |
| Participation rate | 12.5% | 80.1%-67.6pp | 77.1%-64.6pp | 80.1%-67.6pp |
| Annual return | 17.45% | 2024.68%-2007.2pp | 1615.79%-1598.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $175 | $4,349-96.0% | $3,882-95.5% | $4,299-95.9% |
| Participant deferral / active EE | $350 | $6,981-95.0% | $6,405-94.5% | $6,507-94.6% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |