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 | $19,541 | $29,319-33.4% | $52,425-62.7% | $82,448-76.3% |
| Participation rate | 2.5% | 46.9%-44.4pp | 55.6%-53.1pp | 68.1%-65.6pp |
| Annual return | 25.99% | 535.20%-509.2pp | 302.12%-276.1pp | 41.64%-15.7pp |
| Employer contribution / active EE | $39 | $586-93.4% | $914-95.8% | $2,551-98.5% |
| Participant deferral / active EE | $62 | $1,171-94.7% | $1,790-96.6% | $4,139-98.5% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |