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 | $83,712 | $179,726-53.4% | $156,263-46.4% | $142,382-41.2% |
| Participation rate | 31.6% | 82.1%-50.5pp | 78.9%-47.3pp | 80.1%-48.5pp |
| Annual return | 13.60% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $364 | $6,956-94.8% | $6,158-94.1% | $6,507-94.4% |
| Admin fee / account holder | $221 | $17,272-98.7% | $14,255-98.5% | $12,624-98.3% |