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 | $88,710-80.9% | $81,783-79.3% | $145,959-88.4% |
| Participation rate | 7.1% | 75.0%-67.9pp | 72.4%-65.2pp | 80.3%-73.1pp |
| Annual return | 12.58% | 1027.26%-1014.7pp | 775.05%-762.5pp | 561.95%-549.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $379 | $4,645-91.8% | $4,320-91.2% | $6,689-94.3% |
| Admin fee / account holder | $89 | $8,407-98.9% | $7,380-98.8% | $13,398-99.3% |