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 | $123,957 | $117,841+5.2% | $102,423+21.0% | $145,922-15.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 18.54% | 31.65%-13.1pp | 29.32%-10.8pp | 561.29%-542.7pp |
| Employer contribution / active EE | $488 | $3,615-86.5% | $3,023-83.8% | $4,660-89.5% |
| Participant deferral / active EE | $1,296 | $5,731-77.4% | $5,053-74.4% | $6,688-80.6% |
| Admin fee / account holder | $153 | $13,326-98.9% | $9,451-98.4% | $13,397-98.9% |