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 4-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 | $16,794 | $55,415-69.7% | $155,509-89.2% | $74,495-77.5% |
| Participation rate | 7.5% | 61.9%-54.4pp | 78.2%-70.7pp | 67.2%-59.7pp |
| Annual return | 14.93% | 268.50%-253.6pp | 64.67%-49.7pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $160 | $2,267-92.9% | $4,672-96.6% | $2,623-93.9% |
| Participant deferral / active EE | $540 | $2,836-80.9% | $5,626-90.4% | $4,346-87.6% |
| Admin fee / account holder | $206 | $1,738-88.1% | $15,912-98.7% | $1,942-89.4% |