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 | $121,529 | $84,696+43.5% | $75,696+60.5% | $167,490-27.4% |
| Participation rate | 12.5% | 77.8%-65.3pp | 74.8%-62.3pp | 82.1%-69.6pp |
| Annual return | 12.53% | 199.36%-186.8pp | 104.53%-92.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $197 | $3,230-93.9% | $2,743-92.8% | $4,837-95.9% |
| Participant deferral / active EE | $765 | $4,580-83.3% | $3,821-80.0% | $6,341-87.9% |
| Admin fee / account holder | $4 | $5,355-99.9% | $3,619-99.9% | $12,309-100.0% |