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 | $27,907 | $34,934-20.1% | $56,411-50.5% | $74,495-62.5% |
| Participation rate | 1.0% | 32.8%-31.8pp | 52.5%-51.5pp | 67.2%-66.2pp |
| Annual return | 13.56% | 25.94%-12.4pp | 1701.33%-1687.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $22 | $609-96.4% | $1,039-97.9% | $2,623-99.2% |
| Participant deferral / active EE | $39 | $1,170-96.7% | $1,952-98.0% | $4,346-99.1% |
| Admin fee / account holder | $20 | $2,364-99.2% | $2,829-99.3% | $1,942-99.0% |