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 | $83,546 | $78,672+6.2% | $109,143-23.5% | $85,850-2.7% |
| Participation rate | 15.4% | 68.3%-52.9pp | 75.9%-60.5pp | 69.3%-53.9pp |
| Annual return | 11.91% | 25.09%-13.2pp | 25.75%-13.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $525 | $3,467-84.9% | $4,653-88.7% | $3,952-86.7% |
| Admin fee / account holder | $21 | $5,469-99.6% | $6,752-99.7% | $6,260-99.7% |