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 | $145,442 | $142,405+2.1% | $115,157+26.3% | $152,861-4.9% |
| Participation rate | 12.5% | 82.4%-69.9pp | 75.9%-63.4pp | 82.4%-69.9pp |
| Annual return | 15.54% | 41.48%-25.9pp | 35.60%-20.1pp | 345.32%-329.8pp |
| Employer contribution / active EE | $540 | $4,010-86.5% | $3,179-83.0% | $4,762-88.7% |
| Participant deferral / active EE | $674 | $5,164-86.9% | $4,168-83.8% | $5,850-88.5% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |