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 | $26,760 | $93,571-71.4% | $135,903-80.3% | $75,163-64.4% |
| Participation rate | 10.3% | 75.2%-64.8pp | 81.9%-71.6pp | 67.2%-56.8pp |
| Annual return | 337.78% | 30.90%+306.9pp | 68.23%+269.5pp | 160.62%+177.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $825 | $6,404-87.1% | $7,758-89.4% | $4,125-80.0% |
| Admin fee / account holder | $191 | $6,975-97.3% | $10,762-98.2% | $5,651-96.6% |