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 3-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 | $7,137 | $72,400-90.1% | $67,502-89.4% | $145,922-95.1% |
| Participation rate | 16.7% | 76.9%-60.2pp | 72.9%-56.2pp | 80.3%-63.6pp |
| Annual return | 32.23% | 7182.46%-7150.2pp | 3512.12%-3479.9pp | 561.29%-529.1pp |
| Employer contribution / active EE | $210 | $3,069-93.1% | $2,731-92.3% | $4,660-95.5% |
| Participant deferral / active EE | $617 | $4,783-87.1% | $4,000-84.6% | $6,688-90.8% |
| Admin fee / account holder | $101 | $5,539-98.2% | $3,998-97.5% | $13,397-99.2% |