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 | $142,832 | $127,065+12.4% | $113,168+26.2% | $142,382+0.3% |
| Participation rate | 14.3% | 79.2%-64.9pp | 76.6%-62.3pp | 80.1%-65.8pp |
| Annual return | 21.42% | 24.03%-2.6pp | 24.27%-2.8pp | 217.08%-195.7pp |
| Employer contribution / active EE | $525 | $3,442-84.7% | $2,975-82.3% | $4,299-87.8% |
| Participant deferral / active EE | $657 | $5,716-88.5% | $5,107-87.1% | $6,507-89.9% |
| Admin fee / account holder | $140 | $15,736-99.1% | $12,068-98.8% | $12,624-98.9% |