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 | $4,781 | $30,400-84.3% | $53,898-91.1% | $84,808-94.4% |
| Participation rate | 3.4% | 46.4%-43.0pp | 55.0%-51.5pp | 68.3%-64.9pp |
| Annual return | 29.91% | 500.19%-470.3pp | 528.60%-498.7pp | 40.90%-11.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $83 | $1,199-93.0% | $1,826-95.4% | $4,212-98.0% |
| Admin fee / account holder | $28 | $1,993-98.6% | $2,491-98.9% | $7,344-99.6% |