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 3-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 | $16,933 | $88,751-80.9% | $81,812-79.3% | $145,922-88.4% |
| Participation rate | 7.1% | 75.0%-67.9pp | 72.3%-65.2pp | 80.3%-73.1pp |
| Annual return | 12.58% | 1025.40%-1012.8pp | 773.79%-761.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $379 | $4,643-91.8% | $4,319-91.2% | $6,688-94.3% |
| Admin fee / account holder | $89 | $8,415-98.9% | $7,386-98.8% | $13,397-99.3% |