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 8-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 | $25,709 | $60,124-57.2% | $90,404-71.6% | $79,858-67.8% |
| Participation rate | 3.2% | 65.0%-61.8pp | 72.7%-69.5pp | 69.6%-66.4pp |
| Annual return | 32.33% | 71.94%-39.6pp | 1293.02%-1260.7pp | 31.71%+0.6pp |
| Employer contribution / active EE | $120 | $2,068-94.2% | $3,262-96.3% | $2,471-95.1% |
| Participant deferral / active EE | $180 | $2,938-93.9% | $3,963-95.5% | $3,740-95.2% |
| Admin fee / account holder | $150 | $3,976-96.2% | $5,611-97.3% | $5,306-97.2% |