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 | $182,249 | $176,056+3.5% | $159,436+14.3% | $167,490+8.8% |
| Participation rate | 7.7% | 84.9%-77.2pp | 82.8%-75.1pp | 82.1%-74.4pp |
| Annual return | 16.42% | 331.75%-315.3pp | 263.57%-247.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $281 | $5,297-94.7% | $4,829-94.2% | $4,837-94.2% |
| Participant deferral / active EE | $692 | $7,750-91.1% | $7,352-90.6% | $6,341-89.1% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |