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 | $184,662 | $59,101+212.5% | $77,163+139.3% | $75,163+145.7% |
| Participation rate | 8.7% | 63.9%-55.2pp | 69.6%-60.9pp | 67.2%-58.5pp |
| Annual return | 16.13% | 26.71%-10.6pp | 37.87%-21.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $203 | $1,995-89.8% | $2,535-92.0% | $2,670-92.4% |
| Participant deferral / active EE | $848 | $2,999-71.7% | $3,833-77.9% | $4,125-79.4% |
| Admin fee / account holder | $15 | $4,774-99.7% | $5,472-99.7% | $5,651-99.7% |