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 10-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 | $9,040 | $37,426-75.8% | $77,482-88.3% | $79,858-88.7% |
| Participation rate | 3.1% | 41.5%-38.4pp | 54.2%-51.1pp | 69.6%-66.6pp |
| Annual return | 1844.95% | 39.70%+1805.3pp | 54.79%+1790.2pp | 31.71%+1813.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $17 | $1,260-98.6% | $1,861-99.1% | $3,740-99.5% |
| Admin fee / account holder | $33 | $2,504-98.7% | $2,858-98.8% | $5,306-99.4% |