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 | $13,830 | $27,839-50.3% | $58,482-76.4% | $71,457-80.6% |
| Participation rate | 4.7% | 34.5%-29.9pp | 50.9%-46.2pp | 67.9%-63.2pp |
| Annual return | 24.51% | 26.81%-2.3pp | 4239.32%-4214.8pp | 28.85%-4.3pp |
| Employer contribution / active EE | $88 | $631-86.0% | $1,053-91.6% | $2,588-96.6% |
| Participant deferral / active EE | $231 | $1,206-80.8% | $1,924-88.0% | $4,289-94.6% |
| Admin fee / account holder | $47 | $1,641-97.2% | $2,516-98.1% | $1,587-97.1% |