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 6-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 | $15,775 | $57,281-72.5% | $86,612-81.8% | $75,163-79.0% |
| Participation rate | 2.3% | 63.2%-60.9pp | 71.7%-69.4pp | 67.2%-64.9pp |
| Annual return | 18.52% | 2670.75%-2652.2pp | 591.07%-572.5pp | 160.62%-142.1pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $157 | $3,318-95.3% | $4,438-96.5% | $4,125-96.2% |
| Admin fee / account holder | $161 | $4,112-96.1% | $5,614-97.1% | $5,651-97.2% |