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 | $29,716 | $29,660+0.2% | $56,411-47.3% | $80,856-63.2% |
| Participation rate | 4.3% | 41.6%-37.4pp | 52.5%-48.2pp | 67.6%-63.4pp |
| Annual return | 10.65% | 35.23%-24.6pp | 1701.33%-1690.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $42 | $669-93.7% | $1,039-95.9% | $2,755-98.5% |
| Participant deferral / active EE | $74 | $1,226-94.0% | $1,952-96.2% | $4,296-98.3% |
| Admin fee / account holder | $248 | $2,428-89.8% | $2,829-91.2% | $6,918-96.4% |