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 | $106,754 | $107,334-0.5% | $92,893+14.9% | $152,861-30.2% |
| Participation rate | 30.0% | 79.8%-49.8pp | 76.0%-46.0pp | 82.4%-52.4pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $565 | $4,221-86.6% | $3,653-84.5% | $4,762-88.1% |
| Participant deferral / active EE | $1,025 | $4,845-78.8% | $4,236-75.8% | $5,850-82.5% |
| Admin fee / account holder | $13 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |