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 | $124,239 | $100,041+24.2% | $149,718-17.0% | $70,131+77.2% |
| Participation rate | 30.3% | 83.6%-53.3pp | 87.1%-56.8pp | 69.5%-39.2pp |
| Annual return | 21.37% | 27.43%-6.1pp | 1501.63%-1480.3pp | 73.14%-51.8pp |
| Employer contribution / active EE | $75 | $3,662-98.0% | $5,445-98.6% | $2,342-96.8% |
| Participant deferral / active EE | $1,499 | $4,983-69.9% | $6,569-77.2% | $3,332-55.0% |
| Admin fee / account holder | $280 | $8,286-96.6% | $11,283-97.5% | $4,645-94.0% |