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 | $186,431 | $217,402-14.2% | $185,823+0.3% | $167,490+11.3% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 28.41% | 148.36%-120.0pp | 122.05%-93.6pp | 478.56%-450.2pp |
| Employer contribution / active EE | $943 | $5,873-84.0% | $5,167-81.8% | $4,837-80.5% |
| Participant deferral / active EE | $2,108 | $6,356-66.8% | $5,568-62.1% | $6,341-66.8% |
| Admin fee / account holder | $123 | $19,811-99.4% | $16,237-99.2% | $12,309-99.0% |