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 | $74,027 | $198,466-62.7% | $170,442-56.6% | $147,584-49.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 63.06% | 257.29%-194.2pp | 205.93%-142.9pp | 578.55%-515.5pp |
| Employer contribution / active EE | $1,067 | $6,184-82.7% | $5,433-80.4% | $4,876-78.1% |
| Participant deferral / active EE | $1,511 | $5,629-73.2% | $4,939-69.4% | $5,439-72.2% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |