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 | $119,107 | $65,561+81.7% | $91,541+30.1% | $74,304+60.3% |
| Participation rate | 2.2% | 56.6%-54.4pp | 69.8%-67.6pp | 60.3%-58.1pp |
| Annual return | 16.72% | 17.68%-1.0pp | 20.50%-3.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $97 | $2,918-96.7% | $4,008-97.6% | $3,767-97.4% |
| Admin fee / account holder | $20 | $3,333-99.4% | $6,956-99.7% | $2,969-99.3% |