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 | $176,017 | $80,968+117.4% | $96,544+82.3% | $75,163+134.2% |
| Participation rate | 18.8% | 71.8%-53.0pp | 76.0%-57.2pp | 67.2%-48.4pp |
| Annual return | 15.54% | 27.06%-11.5pp | 25.84%-10.3pp | 160.62%-145.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $977 | $3,928-75.1% | $4,851-79.9% | $4,125-76.3% |
| Admin fee / account holder | $254 | $6,724-96.2% | $8,252-96.9% | $5,651-95.5% |