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 | $180,300 | $138,044+30.6% | $125,339+43.8% | $134,475+34.1% |
| Participation rate | 13.3% | 84.5%-71.2pp | 82.4%-69.0pp | 81.2%-67.9pp |
| Annual return | 1.06% | 750.33%-749.3pp | 572.05%-571.0pp | 417.96%-416.9pp |
| Employer contribution / active EE | $635 | $5,243-87.9% | $4,814-86.8% | $4,740-86.6% |
| Participant deferral / active EE | $2,516 | $7,799-67.7% | $7,446-66.2% | $6,400-60.7% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |