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 | $222,930 | $71,050+213.8% | $93,606+138.2% | $80,856+175.7% |
| Participation rate | 3.8% | 60.4%-56.6pp | 68.7%-64.9pp | 67.6%-63.8pp |
| Annual return | 14.92% | 11.26%+3.7pp | 133.20%-118.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $237 | $1,564-84.8% | $2,420-90.2% | $2,755-91.4% |
| Participant deferral / active EE | $882 | $4,034-78.1% | $4,411-80.0% | $4,296-79.5% |
| Admin fee / account holder | $0 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |