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 | $236,048 | $175,202+34.7% | $149,673+57.7% | $139,434+69.3% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 18.02% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,063 | $5,474-80.6% | $4,818-77.9% | $4,751-77.6% |
| Participant deferral / active EE | $1,107 | $6,519-83.0% | $5,680-80.5% | $6,710-83.5% |
| Admin fee / account holder | $258 | $16,150-98.4% | $13,210-98.1% | $11,403-97.7% |