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 9-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 | $14,578 | $60,124-75.8% | $90,404-83.9% | $79,858-81.7% |
| Participation rate | 53.3% | 65.0%-11.6pp | 72.7%-19.3pp | 69.6%-16.3pp |
| Annual return | 17.58% | 71.94%-54.4pp | 1293.02%-1275.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $86 | $2,068-95.9% | $3,262-97.4% | $2,471-96.5% |
| Participant deferral / active EE | $244 | $2,938-91.7% | $3,963-93.8% | $3,740-93.5% |
| Admin fee / account holder | $96 | $3,976-97.6% | $5,611-98.3% | $5,306-98.2% |