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 | $163,790 | $162,781+0.6% | $133,956+22.3% | $158,922+3.1% |
| Participation rate | 61.5% | 83.2%-21.7pp | 79.8%-18.3pp | 82.0%-20.4pp |
| Annual return | 23.28% | 41.94%-18.7pp | 45.09%-21.8pp | 302.83%-279.5pp |
| Employer contribution / active EE | $419 | $4,975-91.6% | $3,919-89.3% | $4,761-91.2% |
| Participant deferral / active EE | $1,302 | $5,911-78.0% | $5,048-74.2% | $5,982-78.2% |
| Admin fee / account holder | $100 | $11,736-99.1% | $8,927-98.9% | $11,246-99.1% |