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 | $20,889 | $57,541-63.7% | $95,745-78.2% | $75,163-72.2% |
| Participation rate | 9.4% | 62.5%-53.1pp | 72.3%-62.9pp | 67.2%-57.8pp |
| Annual return | 801.98% | 34.93%+767.1pp | 28.35%+773.6pp | 160.62%+641.4pp |
| Employer contribution / active EE | $84 | $1,808-95.4% | $2,835-97.0% | $2,670-96.9% |
| Participant deferral / active EE | $227 | $3,074-92.6% | $4,245-94.7% | $4,125-94.5% |
| Admin fee / account holder | $148 | $4,099-96.4% | $5,678-97.4% | $5,651-97.4% |