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 8-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 | $8,687 | $27,915-68.9% | $58,482-85.1% | $75,163-88.4% |
| Participation rate | 7.8% | 38.8%-31.0pp | 50.9%-43.0pp | 67.2%-59.3pp |
| Annual return | 17.48% | 44.20%-26.7pp | 4239.32%-4221.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $29 | $669-95.7% | $1,053-97.3% | $2,670-98.9% |
| Participant deferral / active EE | $54 | $1,201-95.5% | $1,924-97.2% | $4,125-98.7% |
| Admin fee / account holder | $60 | $1,726-96.5% | $2,516-97.6% | $5,651-98.9% |