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 | $66,669 | $102,317-34.8% | $146,958-54.6% | $80,856-17.5% |
| Participation rate | 6.5% | 75.8%-69.4pp | 82.2%-75.7pp | 67.6%-61.2pp |
| Annual return | 15.39% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,008 | $6,644-84.8% | $8,070-87.5% | $4,296-76.5% |
| Admin fee / account holder | $175 | $7,941-97.8% | $12,998-98.7% | $6,918-97.5% |