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 | $123,785 | $114,381+8.2% | $107,525+15.1% | $142,382-13.1% |
| Participation rate | 31.6% | 78.1%-46.6pp | 75.1%-43.5pp | 80.1%-48.5pp |
| Annual return | 18.40% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $144 | $4,015-96.4% | $3,754-96.2% | $4,299-96.6% |
| Participant deferral / active EE | $901 | $5,564-83.8% | $5,116-82.4% | $6,507-86.1% |
| Admin fee / account holder | $245 | $9,860-97.5% | $8,919-97.3% | $12,624-98.1% |