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 | $127,613 | $87,733+45.5% | $106,548+19.8% | $85,850+48.6% |
| Participation rate | 42.3% | 71.9%-29.6pp | 76.1%-33.8pp | 69.3%-27.0pp |
| Annual return | 13.63% | 21.86%-8.2pp | 26.80%-13.2pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $164 | $6,767-97.6% | $7,407-97.8% | $6,260-97.4% |