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 | $16,301 | $91,190-82.1% | $178,490-90.9% | $79,858-79.6% |
| Participation rate | 5.5% | 69.2%-63.7pp | 81.9%-76.4pp | 69.6%-64.1pp |
| Annual return | 77.30% | 24.19%+53.1pp | 151.07%-73.8pp | 31.71%+45.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $576 | $3,236-82.2% | $5,202-88.9% | $3,740-84.6% |
| Admin fee / account holder | $237 | $6,751-96.5% | $13,984-98.3% | $5,306-95.5% |