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 | $27,534 | $65,561-58.0% | $86,188-68.1% | $75,163-63.4% |
| Participation rate | 6.3% | 60.5%-54.2pp | 69.0%-62.7pp | 67.2%-60.9pp |
| Annual return | 29.23% | 46.05%-16.8pp | 1168.45%-1139.2pp | 160.62%-131.4pp |
| Employer contribution / active EE | $265 | $1,553-83.0% | $2,380-88.9% | $2,670-90.1% |
| Participant deferral / active EE | $415 | $3,024-86.3% | $3,985-89.6% | $4,125-89.9% |
| Admin fee / account holder | $0 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |