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 | $180,100 | $150,440+19.7% | $136,294+32.1% | $147,584+22.0% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 20.49% | 1049.08%-1028.6pp | 5155.94%-5135.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $280 | $5,256-94.7% | $4,695-94.0% | $4,876-94.3% |
| Participant deferral / active EE | $873 | $6,630-86.8% | $6,247-86.0% | $5,439-83.9% |
| Admin fee / account holder | $63 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |