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 10-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 | $20,979 | $40,385-48.1% | $80,569-74.0% | $74,419-71.8% |
| Participation rate | 3.6% | 47.4%-43.8pp | 67.0%-63.4pp | 70.7%-67.1pp |
| Annual return | 58.13% | 164.85%-106.7pp | 935.43%-877.3pp | 34.38%+23.7pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,723-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $383 | $2,674-85.7% | $4,447-91.4% | $4,528-91.5% |
| Admin fee / account holder | $233 | $720-67.6% | $5,377-95.7% | $348-33.0% |