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 | $161,270 | $167,307-3.6% | $143,757+12.2% | $134,475+19.9% |
| Participation rate | 23.5% | 84.8%-61.3pp | 80.3%-56.8pp | 81.2%-57.7pp |
| Annual return | -18.81% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $686 | $5,619-87.8% | $4,951-86.1% | $4,740-85.5% |
| Participant deferral / active EE | $1,644 | $6,446-74.5% | $5,637-70.8% | $6,400-74.3% |
| Admin fee / account holder | $58 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |