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 | $119,759 | $110,257+8.6% | $96,544+24.0% | $139,434-14.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 27.59% | 26.32%+1.3pp | 25.84%+1.7pp | 372.94%-345.4pp |
| Employer contribution / active EE | $397 | $3,620-89.0% | $2,965-86.6% | $4,751-91.6% |
| Participant deferral / active EE | $440 | $5,548-92.1% | $4,851-90.9% | $6,710-93.4% |
| Admin fee / account holder | $58 | $11,591-99.5% | $8,252-99.3% | $11,403-99.5% |