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 | $99,670 | $232,540-57.1% | $185,117-46.2% | $147,584-32.5% |
| Participation rate | 8.3% | 82.4%-74.0pp | 77.3%-68.9pp | 82.8%-74.5pp |
| Annual return | 27031.15% | 43.03%+26988.1pp | 40.50%+26990.7pp | 578.55%+26452.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $31 | $5,834-99.5% | $5,045-99.4% | $5,439-99.4% |
| Admin fee / account holder | $9 | $10,275-99.9% | $8,159-99.9% | $10,885-99.9% |