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 | $248,675 | $270,399-8.0% | $209,409+18.8% | $357,791-30.5% |
| Participation rate | 40.0% | 83.8%-43.8pp | 80.4%-40.4pp | 85.6%-45.6pp |
| Annual return | 18.03% | 194.89%-176.9pp | 159.49%-141.5pp | 396.79%-378.8pp |
| Employer contribution / active EE | $0 | $6,982-100.0% | $5,035-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $2,288 | $4,606-50.3% | $4,230-45.9% | $5,521-58.6% |
| Admin fee / account holder | $0 | $18,969-100.0% | $16,474-100.0% | $28,387-100.0% |