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 4-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 | $202,177 | $89,753+125.3% | $107,525+88.0% | $84,808+138.4% |
| Participation rate | 6.8% | 68.1%-61.3pp | 75.1%-68.3pp | 68.3%-61.5pp |
| Annual return | 15.74% | 29.48%-13.7pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $221 | $3,113-92.9% | $3,754-94.1% | $2,631-91.6% |
| Participant deferral / active EE | $396 | $4,056-90.2% | $5,116-92.3% | $4,212-90.6% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |