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 8-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 | $202,970 | $117,841+72.2% | $102,423+98.2% | $145,922+39.1% |
| Participation rate | 4.5% | 78.6%-74.0pp | 76.5%-71.9pp | 80.3%-75.7pp |
| Annual return | 16.61% | 31.65%-15.0pp | 29.32%-12.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $168 | $3,615-95.3% | $3,023-94.4% | $4,660-96.4% |
| Participant deferral / active EE | $1,045 | $5,731-81.8% | $5,053-79.3% | $6,688-84.4% |
| Admin fee / account holder | $120 | $13,326-99.1% | $9,451-98.7% | $13,397-99.1% |