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 9-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 | $200,915 | $95,803+109.7% | $113,168+77.5% | $84,808+136.9% |
| Participation rate | 24.4% | 72.9%-48.5pp | 76.6%-52.2pp | 68.3%-43.9pp |
| Annual return | 16.05% | 25.00%-9.0pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $595 | $2,360-74.8% | $2,975-80.0% | $2,631-77.4% |
| Participant deferral / active EE | $1,872 | $4,242-55.9% | $5,107-63.4% | $4,212-55.6% |
| Admin fee / account holder | $21 | $8,989-99.8% | $12,068-99.8% | $7,344-99.7% |