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 | $15,841 | $96,305-83.6% | $80,569-80.3% | $139,434-88.6% |
| Participation rate | 13.3% | 73.6%-60.3pp | 67.0%-53.7pp | 80.3%-67.0pp |
| Annual return | 41.66% | 1350.08%-1308.4pp | 935.43%-893.8pp | 372.94%-331.3pp |
| Employer contribution / active EE | $381 | $3,262-88.3% | $2,723-86.0% | $4,751-92.0% |
| Participant deferral / active EE | $381 | $5,232-92.7% | $4,447-91.4% | $6,710-94.3% |
| Admin fee / account holder | $113 | $6,599-98.3% | $5,377-97.9% | $11,403-99.0% |