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 | $9,653 | $70,756-86.4% | $65,493-85.3% | $142,382-93.2% |
| Participation rate | 4.8% | 77.4%-72.6pp | 73.1%-68.3pp | 80.1%-75.4pp |
| Annual return | 18.95% | 1754.89%-1735.9pp | 982.45%-963.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $64 | $4,637-98.6% | $3,961-98.4% | $6,507-99.0% |
| Admin fee / account holder | $72 | $6,559-98.9% | $5,028-98.6% | $12,624-99.4% |