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 6-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 | $1,687 | $81,625-97.9% | $58,482-97.1% | $139,434-98.8% |
| Participation rate | 7.7% | 61.3%-53.6pp | 50.9%-43.2pp | 80.3%-72.6pp |
| Annual return | 19.53% | 7404.20%-7384.7pp | 4239.32%-4219.8pp | 372.94%-353.4pp |
| Employer contribution / active EE | $28 | $1,398-98.0% | $1,053-97.4% | $4,751-99.4% |
| Participant deferral / active EE | $28 | $2,557-98.9% | $1,924-98.6% | $6,710-99.6% |
| Admin fee / account holder | $18 | $3,265-99.4% | $2,516-99.3% | $11,403-99.8% |