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 4-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 | $35,417 | $93,571-62.1% | $135,903-73.9% | $75,163-52.9% |
| Participation rate | 7.5% | 75.2%-67.6pp | 81.9%-74.4pp | 67.2%-59.6pp |
| Annual return | 119.93% | 30.90%+89.0pp | 68.23%+51.7pp | 160.62%-40.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $757 | $6,404-88.2% | $7,758-90.2% | $4,125-81.6% |
| Admin fee / account holder | $139 | $6,975-98.0% | $10,762-98.7% | $5,651-97.5% |