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 | $12,387 | $48,750-74.6% | $88,946-86.1% | $74,304-83.3% |
| Participation rate | 1.0% | 44.5%-43.5pp | 68.8%-67.9pp | 60.3%-59.4pp |
| Annual return | 18.86% | 25.91%-7.0pp | 57.82%-39.0pp | 29.43%-10.6pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $24 | $2,423-99.0% | $4,581-99.5% | $3,767-99.4% |
| Admin fee / account holder | $0 | $3,756-100.0% | $8,261-100.0% | $2,969-100.0% |