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 | $118,330 | $89,753+31.8% | $107,525+10.0% | $84,808+39.5% |
| Participation rate | 56.8% | 68.1%-11.2pp | 75.1%-18.3pp | 68.3%-11.5pp |
| Annual return | 18.89% | 29.48%-10.6pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $698 | $4,056-82.8% | $5,116-86.4% | $4,212-83.4% |
| Admin fee / account holder | $94 | $7,222-98.7% | $8,919-98.9% | $7,344-98.7% |