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 5-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 | $8,018 | $49,922-83.9% | $80,569-90.0% | $75,163-89.3% |
| Participation rate | 8.2% | 55.3%-47.1pp | 67.0%-58.8pp | 67.2%-59.0pp |
| Annual return | 18.21% | 34.69%-16.5pp | 935.43%-917.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $70 | $1,698-95.9% | $2,723-97.4% | $2,670-97.4% |
| Participant deferral / active EE | $337 | $2,990-88.7% | $4,447-92.4% | $4,125-91.8% |
| Admin fee / account holder | $0 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |