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 | $107,113 | $98,240+9.0% | $82,313+30.1% | $147,584-27.4% |
| Participation rate | 8.3% | 79.7%-71.4pp | 76.9%-68.6pp | 82.8%-74.5pp |
| Annual return | 10.17% | 30.85%-20.7pp | 25.88%-15.7pp | 578.55%-568.4pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $467 | $4,383-89.4% | $3,706-87.4% | $5,439-91.4% |
| Admin fee / account holder | $125 | $8,563-98.5% | $5,608-97.8% | $10,885-98.9% |