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 | $10,567 | $49,922-78.8% | $80,569-86.9% | $75,163-85.9% |
| Participation rate | 3.8% | 55.3%-51.5pp | 67.0%-63.2pp | 67.2%-63.3pp |
| Annual return | 33.83% | 34.69%-0.9pp | 935.43%-901.6pp | 160.62%-126.8pp |
| Employer contribution / active EE | $102 | $1,698-94.0% | $2,723-96.3% | $2,670-96.2% |
| Participant deferral / active EE | $102 | $2,990-96.6% | $4,447-97.7% | $4,125-97.5% |
| Admin fee / account holder | $186 | $3,577-94.8% | $5,377-96.5% | $5,651-96.7% |