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 5-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 | $20,873 | $58,208-64.1% | $81,812-74.5% | $80,856-74.2% |
| Participation rate | 1.0% | 63.4%-62.4pp | 72.3%-71.3pp | 67.6%-66.6pp |
| Annual return | 15.42% | 41.66%-26.2pp | 773.79%-758.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $17 | $2,340-99.3% | $2,912-99.4% | $2,755-99.4% |
| Participant deferral / active EE | $86 | $3,281-97.4% | $4,319-98.0% | $4,296-98.0% |
| Admin fee / account holder | $165 | $4,981-96.7% | $7,386-97.8% | $6,918-97.6% |