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 | $25,031 | $58,208-57.0% | $81,812-69.4% | $80,856-69.0% |
| Participation rate | 1.9% | 63.4%-61.5pp | 72.3%-70.5pp | 67.6%-65.8pp |
| Annual return | 11.36% | 41.66%-30.3pp | 773.79%-762.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $141 | $3,281-95.7% | $4,319-96.7% | $4,296-96.7% |
| Admin fee / account holder | $297 | $4,981-94.0% | $7,386-96.0% | $6,918-95.7% |