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 | $25,590 | $69,763-63.3% | $67,502-62.1% | $74,495-65.6% |
| Participation rate | 18.5% | 71.4%-52.8pp | 72.9%-54.4pp | 67.2%-48.7pp |
| Annual return | 21.52% | -40.34%+61.9pp | 3512.12%-3490.6pp | 1364.94%-1343.4pp |
| Employer contribution / active EE | $134 | $2,704-95.0% | $2,731-95.1% | $2,623-94.9% |
| Participant deferral / active EE | $529 | $3,636-85.4% | $4,000-86.8% | $4,346-87.8% |
| Admin fee / account holder | $71 | $896-92.1% | $3,998-98.2% | $1,942-96.3% |