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 9-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 | $14,661 | $34,308-57.3% | $74,701-80.4% | $72,985-79.9% |
| Participation rate | 7.0% | 42.4%-35.4pp | 54.5%-47.5pp | 69.5%-62.5pp |
| Annual return | 18.86% | 26.58%-7.7pp | 752.92%-734.1pp | 81.00%-62.1pp |
| Employer contribution / active EE | $58 | $692-91.5% | $1,084-94.6% | $2,440-97.6% |
| Participant deferral / active EE | $88 | $1,271-93.1% | $1,964-95.5% | $3,607-97.6% |
| Admin fee / account holder | $170 | $2,124-92.0% | $3,333-94.9% | $5,124-96.7% |