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 | $211,245 | $138,044+53.0% | $125,339+68.5% | $134,475+57.1% |
| Participation rate | 17.6% | 84.5%-66.8pp | 82.4%-64.7pp | 81.2%-63.6pp |
| Annual return | -11.07% | 750.33%-761.4pp | 572.05%-583.1pp | 417.96%-429.0pp |
| Employer contribution / active EE | $350 | $5,243-93.3% | $4,814-92.7% | $4,740-92.6% |
| Participant deferral / active EE | $599 | $7,799-92.3% | $7,446-92.0% | $6,400-90.6% |
| Admin fee / account holder | $12 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |