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 | $123,919 | $112,729+9.9% | $98,716+25.5% | $137,256-9.7% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 14.90% | 38.48%-23.6pp | 31.81%-16.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $281 | $2,725-89.7% | $2,279-87.7% | $4,156-93.2% |
| Participant deferral / active EE | $1,034 | $4,640-77.7% | $4,048-74.5% | $6,407-83.9% |
| Admin fee / account holder | $15 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |