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 | $21,827 | $41,078-46.9% | $80,569-72.9% | $71,457-69.5% |
| Participation rate | 5.6% | 50.2%-44.7pp | 67.0%-61.4pp | 67.9%-62.4pp |
| Annual return | 20.71% | 38.45%-17.7pp | 935.43%-914.7pp | 28.85%-8.1pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $313 | $2,699-88.4% | $4,447-93.0% | $4,289-92.7% |
| Admin fee / account holder | $187 | $1,840-89.9% | $5,377-96.5% | $1,587-88.2% |