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 | $207,986 | $54,705+280.2% | $71,209+192.1% | $84,808+145.2% |
| Participation rate | 26.2% | 64.1%-37.9pp | 73.8%-47.6pp | 68.3%-42.1pp |
| Annual return | 74.06% | 35.90%+38.2pp | 282.51%-208.5pp | 40.90%+33.2pp |
| Employer contribution / active EE | $115 | $2,158-94.7% | $2,721-95.8% | $2,631-95.6% |
| Participant deferral / active EE | $195 | $3,030-93.6% | $4,175-95.3% | $4,212-95.4% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |