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 | $145,032 | $121,625+19.2% | $104,607+38.6% | $158,922-8.7% |
| Participation rate | 16.7% | 77.5%-60.9pp | 74.1%-57.4pp | 82.0%-65.3pp |
| Annual return | 5.43% | 465.26%-459.8pp | 340.46%-335.0pp | 302.83%-297.4pp |
| Employer contribution / active EE | $80 | $3,163-97.5% | $2,681-97.0% | $4,761-98.3% |
| Participant deferral / active EE | $80 | $4,177-98.1% | $3,740-97.9% | $5,982-98.7% |
| Admin fee / account holder | $20 | $7,787-99.7% | $6,473-99.7% | $11,246-99.8% |