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 | $145,933 | $39,019+274.0% | $80,716+80.8% | $85,850+70.0% |
| Participation rate | 13.8% | 41.5%-27.8pp | 54.2%-40.4pp | 69.3%-55.5pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1 | $722-99.9% | $1,160-99.9% | $2,565-100.0% |
| Participant deferral / active EE | $1 | $1,326-99.9% | $2,146-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |