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 5-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 | $8,394 | $70,756-88.1% | $65,493-87.2% | $142,382-94.1% |
| Participation rate | 8.3% | 77.4%-69.0pp | 73.1%-64.8pp | 80.1%-71.8pp |
| Annual return | 31.41% | 1754.89%-1723.5pp | 982.45%-951.0pp | 217.08%-185.7pp |
| Employer contribution / active EE | $140 | $2,881-95.1% | $2,574-94.6% | $4,299-96.7% |
| Participant deferral / active EE | $237 | $4,637-94.9% | $3,961-94.0% | $6,507-96.4% |
| Admin fee / account holder | $23 | $6,559-99.6% | $5,028-99.5% | $12,624-99.8% |