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 9-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 | $17,493 | $56,053-68.8% | $75,972-77.0% | $80,856-78.4% |
| Participation rate | 5.3% | 62.0%-56.8pp | 69.1%-63.8pp | 67.6%-62.4pp |
| Annual return | 12.72% | 20.53%-7.8pp | 359.55%-346.8pp | 35.59%-22.9pp |
| Employer contribution / active EE | $6 | $1,874-99.7% | $2,685-99.8% | $2,755-99.8% |
| Participant deferral / active EE | $58 | $3,052-98.1% | $4,255-98.6% | $4,296-98.7% |
| Admin fee / account holder | $250 | $5,234-95.2% | $6,467-96.1% | $6,918-96.4% |