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 | $170,191 | $110,261+54.4% | $95,745+77.8% | $139,434+22.1% |
| Participation rate | 20.0% | 75.8%-55.8pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 9.60% | 27.11%-17.5pp | 28.35%-18.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $153 | $3,257-95.3% | $2,835-94.6% | $4,751-96.8% |
| Participant deferral / active EE | $153 | $4,676-96.7% | $4,245-96.4% | $6,710-97.7% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |