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 | $12,696 | $70,756-82.1% | $65,493-80.6% | $142,382-91.1% |
| Participation rate | 35.7% | 77.4%-41.7pp | 73.1%-37.4pp | 80.1%-44.4pp |
| Annual return | 18.16% | 1754.89%-1736.7pp | 982.45%-964.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $4 | $2,881-99.9% | $2,574-99.9% | $4,299-99.9% |
| Participant deferral / active EE | $126 | $4,637-97.3% | $3,961-96.8% | $6,507-98.1% |
| Admin fee / account holder | $107 | $6,559-98.4% | $5,028-97.9% | $12,624-99.2% |