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 7-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 | $6,063 | $81,625-92.6% | $58,482-89.6% | $139,434-95.7% |
| Participation rate | 4.2% | 61.3%-57.2pp | 50.9%-46.7pp | 80.3%-76.2pp |
| Annual return | 19.39% | 7404.20%-7384.8pp | 4239.32%-4219.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $4 | $1,398-99.7% | $1,053-99.6% | $4,751-99.9% |
| Participant deferral / active EE | $6 | $2,557-99.8% | $1,924-99.7% | $6,710-99.9% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |