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 | $172,240 | $149,734+15.0% | $118,925+44.8% | $158,922+8.4% |
| Participation rate | 12.5% | 82.1%-69.6pp | 75.4%-62.9pp | 82.0%-69.5pp |
| Annual return | 12.75% | 19.95%-7.2pp | 35.88%-23.1pp | 302.83%-290.1pp |
| Employer contribution / active EE | $462 | $4,115-88.8% | $3,263-85.8% | $4,761-90.3% |
| Participant deferral / active EE | $571 | $5,223-89.1% | $4,265-86.6% | $5,982-90.5% |
| Admin fee / account holder | $60 | $8,603-99.3% | $6,581-99.1% | $11,246-99.5% |