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 | $143,356 | $159,901-10.3% | $146,958-2.5% | $145,922-1.8% |
| Participation rate | 23.1% | 84.0%-60.9pp | 82.2%-59.1pp | 80.3%-57.2pp |
| Annual return | 22.19% | 98.13%-75.9pp | 418.34%-396.1pp | 561.29%-539.1pp |
| Employer contribution / active EE | $683 | $5,286-87.1% | $4,933-86.2% | $4,660-85.4% |
| Participant deferral / active EE | $1,772 | $8,428-79.0% | $8,070-78.0% | $6,688-73.5% |
| Admin fee / account holder | $40 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |