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 7-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 | $122,394 | $91,552+33.7% | $133,956-8.6% | $79,858+53.3% |
| Participation rate | 1.5% | 73.3%-71.9pp | 79.8%-78.4pp | 69.6%-68.2pp |
| Annual return | 178.60% | 61.85%+116.8pp | 45.09%+133.5pp | 31.71%+146.9pp |
| Employer contribution / active EE | $10 | $2,384-99.6% | $3,919-99.7% | $2,471-99.6% |
| Participant deferral / active EE | $205 | $3,733-94.5% | $5,048-95.9% | $3,740-94.5% |
| Admin fee / account holder | $60 | $6,321-99.1% | $8,927-99.3% | $5,306-98.9% |