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 | $5,770 | $29,660-80.5% | $56,411-89.8% | $80,856-92.9% |
| Participation rate | 8.3% | 41.6%-33.3pp | 52.5%-44.1pp | 67.6%-59.3pp |
| Annual return | 13.76% | 35.23%-21.5pp | 1701.33%-1687.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $184 | $1,226-85.0% | $1,952-90.6% | $4,296-95.7% |
| Admin fee / account holder | $51 | $2,428-97.9% | $2,829-98.2% | $6,918-99.3% |