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 | $198,676 | $138,044+43.9% | $125,339+58.5% | $134,475+47.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -11.48% | 750.33%-761.8pp | 572.05%-583.5pp | 417.96%-429.4pp |
| Employer contribution / active EE | $450 | $5,243-91.4% | $4,814-90.7% | $4,740-90.5% |
| Participant deferral / active EE | $1,124 | $7,799-85.6% | $7,446-84.9% | $6,400-82.4% |
| Admin fee / account holder | $238 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |