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 | $9,933 | $57,281-82.7% | $86,612-88.5% | $75,163-86.8% |
| Participation rate | 3.2% | 63.2%-60.0pp | 71.7%-68.5pp | 67.2%-64.0pp |
| Annual return | 287.43% | 2670.75%-2383.3pp | 591.07%-303.6pp | 160.62%+126.8pp |
| Employer contribution / active EE | $84 | $2,314-96.4% | $3,022-97.2% | $2,670-96.9% |
| Participant deferral / active EE | $452 | $3,318-86.4% | $4,438-89.8% | $4,125-89.1% |
| Admin fee / account holder | $59 | $4,112-98.6% | $5,614-99.0% | $5,651-99.0% |