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 | $220,832 | $102,604+115.2% | $86,188+156.2% | $139,434+58.4% |
| Participation rate | 30.0% | 74.5%-44.5pp | 69.0%-39.0pp | 80.3%-50.3pp |
| Annual return | 20.98% | 1922.51%-1901.5pp | 1168.45%-1147.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $177 | $3,032-94.2% | $2,380-92.6% | $4,751-96.3% |
| Participant deferral / active EE | $988 | $4,676-78.9% | $3,985-75.2% | $6,710-85.3% |
| Admin fee / account holder | $39 | $8,657-99.6% | $6,852-99.4% | $11,403-99.7% |