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 3-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 | $11,659 | $56,317-79.3% | $71,209-83.6% | $74,304-84.3% |
| Participation rate | 3.7% | 55.1%-51.4pp | 73.8%-70.1pp | 60.3%-56.7pp |
| Annual return | 28.27% | 42.83%-14.6pp | 282.51%-254.2pp | 29.43%-1.2pp |
| Employer contribution / active EE | $64 | $2,160-97.0% | $2,721-97.7% | $2,241-97.2% |
| Participant deferral / active EE | $131 | $2,788-95.3% | $4,175-96.9% | $3,767-96.5% |
| Admin fee / account holder | $0 | $2,290-100.0% | $5,349-100.0% | $2,969-100.0% |