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 | $12,844 | $109,817-88.3% | $98,442-87.0% | $167,490-92.3% |
| Participation rate | 9.1% | 75.8%-66.7pp | 73.3%-64.2pp | 82.1%-73.0pp |
| Annual return | 26.38% | 1956.69%-1930.3pp | 1492.73%-1466.3pp | 478.56%-452.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $369 | $4,673-92.1% | $4,276-91.4% | $6,341-94.2% |
| Admin fee / account holder | $93 | $6,753-98.6% | $5,949-98.4% | $12,309-99.2% |