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 | $99,896 | $93,571+6.8% | $135,903-26.5% | $75,163+32.9% |
| Participation rate | 22.8% | 75.2%-52.4pp | 81.9%-59.1pp | 67.2%-44.4pp |
| Annual return | 29.57% | 30.90%-1.3pp | 68.23%-38.7pp | 160.62%-131.0pp |
| Employer contribution / active EE | $48 | $3,537-98.6% | $4,856-99.0% | $2,670-98.2% |
| Participant deferral / active EE | $837 | $6,404-86.9% | $7,758-89.2% | $4,125-79.7% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |