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 | $4,342 | $81,625-94.7% | $58,482-92.6% | $139,434-96.9% |
| Participation rate | 57.1% | 61.3%-4.2pp | 50.9%+6.3pp | 80.3%-23.2pp |
| Annual return | 11.40% | 7404.20%-7392.8pp | 4239.32%-4227.9pp | 372.94%-361.5pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $109 | $2,557-95.7% | $1,924-94.3% | $6,710-98.4% |
| Admin fee / account holder | $297 | $3,265-90.9% | $2,516-88.2% | $11,403-97.4% |