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 | $10,919 | $88,751-87.7% | $81,812-86.7% | $145,922-92.5% |
| Participation rate | 6.7% | 75.0%-68.4pp | 72.3%-65.7pp | 80.3%-73.6pp |
| Annual return | 9.94% | 1025.40%-1015.5pp | 773.79%-763.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $155 | $3,083-95.0% | $2,912-94.7% | $4,660-96.7% |
| Participant deferral / active EE | $155 | $4,643-96.7% | $4,319-96.4% | $6,688-97.7% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |