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 | $49,772 | $44,850+11.0% | $60,547-17.8% | $59,632-16.5% |
| Participation rate | 2.1% | 59.5%-57.4pp | 68.0%-65.9pp | 68.7%-66.6pp |
| Annual return | -1.20% | 1074.14%-1075.3pp | 335.64%-336.8pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $48 | $1,462-96.7% | $2,419-98.0% | $2,203-97.8% |
| Participant deferral / active EE | $121 | $2,230-94.6% | $3,328-96.4% | $3,192-96.2% |
| Admin fee / account holder | $203 | $3,635-94.4% | $4,536-95.5% | $4,297-95.3% |