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 | $88,765 | $81,248+9.3% | $155,509-42.9% | $80,856+9.8% |
| Participation rate | 9.6% | 66.2%-56.6pp | 78.2%-68.6pp | 67.6%-58.0pp |
| Annual return | 13.15% | 33.31%-20.2pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $278 | $3,100-91.0% | $4,672-94.1% | $2,755-89.9% |
| Participant deferral / active EE | $477 | $3,452-86.2% | $5,626-91.5% | $4,296-88.9% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |