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 | $78,332 | $150,440-47.9% | $136,294-42.5% | $147,584-46.9% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 10.62% | 1049.08%-1038.5pp | 5155.94%-5145.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $811 | $5,256-84.6% | $4,695-82.7% | $4,876-83.4% |
| Participant deferral / active EE | $2,057 | $6,630-69.0% | $6,247-67.1% | $5,439-62.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |