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 7-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 | $4,212 | $70,606-94.0% | $53,898-92.2% | $142,382-97.0% |
| Participation rate | 7.1% | 63.7%-56.6pp | 55.0%-47.8pp | 80.1%-73.0pp |
| Annual return | 13.52% | 619.81%-606.3pp | 528.60%-515.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1 | $1,202-100.0% | $932-99.9% | $4,299-100.0% |
| Participant deferral / active EE | $1 | $2,364-100.0% | $1,826-100.0% | $6,507-100.0% |
| Admin fee / account holder | $197 | $2,852-93.1% | $2,491-92.1% | $12,624-98.4% |