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 | $95,792 | $77,634+23.4% | $156,549-38.8% | $62,891+52.3% |
| Participation rate | 11.1% | 71.2%-60.1pp | 84.0%-72.9pp | 69.3%-58.2pp |
| Annual return | 224.15% | 50.32%+173.8pp | 32.23%+191.9pp | 20.14%+204.0pp |
| Employer contribution / active EE | $190 | $3,444-94.5% | $5,501-96.5% | $2,281-91.7% |
| Participant deferral / active EE | $237 | $3,045-92.2% | $4,871-95.1% | $3,203-92.6% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |