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 | $243,741 | $53,516+355.5% | $126,539+92.6% | $84,808+187.4% |
| Participation rate | 6.8% | 58.2%-51.4pp | 69.8%-63.0pp | 68.3%-61.5pp |
| Annual return | 16.12% | 58.34%-42.2pp | 425.95%-409.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $155 | $1,535-89.9% | $3,674-95.8% | $2,631-94.1% |
| Participant deferral / active EE | $657 | $2,671-75.4% | $4,083-83.9% | $4,212-84.4% |
| Admin fee / account holder | $40 | $4,497-99.1% | $6,065-99.3% | $7,344-99.5% |