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 | $9,546 | $30,400-68.6% | $53,898-82.3% | $84,808-88.7% |
| Participation rate | 8.0% | 46.4%-38.4pp | 55.0%-47.0pp | 68.3%-60.3pp |
| Annual return | 23.91% | 500.19%-476.3pp | 528.60%-504.7pp | 40.90%-17.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $171 | $1,199-85.7% | $1,826-90.6% | $4,212-95.9% |
| Admin fee / account holder | $80 | $1,993-96.0% | $2,491-96.8% | $7,344-98.9% |