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 | $146,652 | $56,114+161.3% | $96,139+52.5% | $85,850+70.8% |
| Participation rate | 2.2% | 56.7%-54.5pp | 68.4%-66.2pp | 69.3%-67.1pp |
| Annual return | 17.60% | 42.30%-24.7pp | 191.94%-174.3pp | 318.53%-300.9pp |
| Employer contribution / active EE | $4 | $1,620-99.8% | $2,797-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $14 | $2,859-99.5% | $4,349-99.7% | $3,952-99.6% |
| Admin fee / account holder | $120 | $3,768-96.8% | $5,537-97.8% | $6,260-98.1% |