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 | $116,603 | $80,968+44.0% | $96,544+20.8% | $75,163+55.1% |
| Participation rate | 13.5% | 71.8%-58.3pp | 76.0%-62.4pp | 67.2%-53.7pp |
| Annual return | 14.71% | 27.06%-12.3pp | 25.84%-11.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $455 | $2,282-80.1% | $2,965-84.7% | $2,670-83.0% |
| Participant deferral / active EE | $1,543 | $3,928-60.7% | $4,851-68.2% | $4,125-62.6% |
| Admin fee / account holder | $270 | $6,724-96.0% | $8,252-96.7% | $5,651-95.2% |