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 6-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 | $19,172 | $27,839-31.1% | $58,482-67.2% | $71,457-73.2% |
| Participation rate | 1.3% | 34.5%-33.2pp | 50.9%-49.5pp | 67.9%-66.6pp |
| Annual return | 35.19% | 26.81%+8.4pp | 4239.32%-4204.1pp | 28.85%+6.3pp |
| Employer contribution / active EE | $41 | $631-93.5% | $1,053-96.1% | $2,588-98.4% |
| Participant deferral / active EE | $46 | $1,206-96.2% | $1,924-97.6% | $4,289-98.9% |
| Admin fee / account holder | $20 | $1,641-98.8% | $2,516-99.2% | $1,587-98.7% |