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 | $12,405 | $51,576-75.9% | $129,207-90.4% | $80,856-84.7% |
| Participation rate | 6.1% | 57.0%-50.9pp | 69.6%-63.5pp | 67.6%-61.5pp |
| Annual return | 12.99% | 20.81%-7.8pp | 9417.33%-9404.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $34 | $1,584-97.8% | $4,153-99.2% | $2,755-98.8% |
| Participant deferral / active EE | $39 | $2,669-98.5% | $4,168-99.1% | $4,296-99.1% |
| Admin fee / account holder | $168 | $4,305-96.1% | $7,715-97.8% | $6,918-97.6% |