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 3-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 | $3,692 | $27,915-86.8% | $58,482-93.7% | $75,163-95.1% |
| Participation rate | 8.5% | 38.8%-30.4pp | 50.9%-42.4pp | 67.2%-58.7pp |
| Annual return | 3399.45% | 44.20%+3355.2pp | 4239.32%-839.9pp | 160.62%+3238.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $115 | $1,201-90.4% | $1,924-94.0% | $4,125-97.2% |
| Admin fee / account holder | $4 | $1,726-99.8% | $2,516-99.8% | $5,651-99.9% |