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 | $108,620 | $148,534-26.9% | $135,903-20.1% | $139,434-22.1% |
| Participation rate | 23.1% | 83.9%-60.8pp | 81.9%-58.8pp | 80.3%-57.2pp |
| Annual return | 20.36% | 79.19%-58.8pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $629 | $5,243-88.0% | $4,856-87.1% | $4,751-86.8% |
| Participant deferral / active EE | $994 | $8,100-87.7% | $7,758-87.2% | $6,710-85.2% |
| Admin fee / account holder | $40 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |