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 | $233,280 | $69,515+235.6% | $86,874+168.5% | $85,850+171.7% |
| Participation rate | 7.7% | 66.3%-58.6pp | 71.6%-63.9pp | 69.3%-61.6pp |
| Annual return | 18.34% | 20.12%-1.8pp | 63.52%-45.2pp | 318.53%-300.2pp |
| Employer contribution / active EE | $235 | $1,880-87.5% | $2,495-90.6% | $2,565-90.8% |
| Participant deferral / active EE | $963 | $2,919-67.0% | $3,699-74.0% | $3,952-75.6% |
| Admin fee / account holder | $20 | $5,972-99.7% | $5,828-99.7% | $6,260-99.7% |