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 7-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 | $222,933 | $202,432+10.1% | $169,368+31.6% | $139,434+59.9% |
| Participation rate | 25.0% | 81.1%-56.1pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 23.66% | 531.74%-508.1pp | 405.60%-381.9pp | 372.94%-349.3pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,710-100.0% |
| Admin fee / account holder | $13 | $10,708-99.9% | $9,003-99.9% | $11,403-99.9% |