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 | $191,834 | $150,440+27.5% | $136,294+40.8% | $147,584+30.0% |
| Participation rate | 10.5% | 84.4%-73.9pp | 81.9%-71.4pp | 82.8%-72.3pp |
| Annual return | 17.40% | 1049.08%-1031.7pp | 5155.94%-5138.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $9 | $5,256-99.8% | $4,695-99.8% | $4,876-99.8% |
| Participant deferral / active EE | $9 | $6,630-99.9% | $6,247-99.9% | $5,439-99.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |