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 7-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 | $38,113 | $96,635-60.6% | $86,612-56.0% | $139,434-72.7% |
| Participation rate | 13.6% | 74.4%-60.8pp | 71.7%-58.1pp | 80.3%-66.7pp |
| Annual return | 18.95% | 106.41%-87.5pp | 591.07%-572.1pp | 372.94%-354.0pp |
| Employer contribution / active EE | $65 | $3,263-98.0% | $3,022-97.8% | $4,751-98.6% |
| Participant deferral / active EE | $568 | $4,836-88.3% | $4,438-87.2% | $6,710-91.5% |
| Admin fee / account holder | $159 | $6,408-97.5% | $5,614-97.2% | $11,403-98.6% |