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 | $102,193 | $86,929+17.6% | $102,423-0.2% | $80,856+26.4% |
| Participation rate | 15.4% | 72.4%-57.0pp | 76.5%-61.1pp | 67.6%-52.3pp |
| Annual return | 11.29% | 18.88%-7.6pp | 29.32%-18.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $498 | $2,369-79.0% | $3,023-83.5% | $2,755-81.9% |
| Participant deferral / active EE | $623 | $4,118-84.9% | $5,053-87.7% | $4,296-85.5% |
| Admin fee / account holder | $60 | $8,049-99.3% | $9,451-99.4% | $6,918-99.1% |