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 | $106,248 | $150,440-29.4% | $136,294-22.0% | $147,584-28.0% |
| Participation rate | 26.3% | 84.4%-58.1pp | 81.9%-55.6pp | 82.8%-56.5pp |
| Annual return | 20.81% | 1049.08%-1028.3pp | 5155.94%-5135.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $377 | $5,256-92.8% | $4,695-92.0% | $4,876-92.3% |
| Participant deferral / active EE | $1,469 | $6,630-77.8% | $6,247-76.5% | $5,439-73.0% |
| Admin fee / account holder | -$298 | $10,905-102.7% | $9,243-103.2% | $10,885-102.7% |