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 6-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 | $124,949 | $98,750+26.5% | $149,696-16.5% | $79,858+56.5% |
| Participation rate | 62.8% | 75.8%-13.0pp | 82.5%-19.7pp | 69.6%-6.8pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $86 | $3,216-97.3% | $4,644-98.1% | $2,471-96.5% |
| Participant deferral / active EE | $444 | $5,680-92.2% | $6,842-93.5% | $3,740-88.1% |
| Admin fee / account holder | $7 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |