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 | $146,612 | $93,571+56.7% | $135,903+7.9% | $75,163+95.1% |
| Participation rate | 17.0% | 75.2%-58.1pp | 81.9%-64.9pp | 67.2%-50.1pp |
| Annual return | 15.90% | 30.90%-15.0pp | 68.23%-52.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $281 | $3,537-92.1% | $4,856-94.2% | $2,670-89.5% |
| Participant deferral / active EE | $718 | $6,404-88.8% | $7,758-90.7% | $4,125-82.6% |
| Admin fee / account holder | $10 | $6,975-99.9% | $10,762-99.9% | $5,651-99.8% |