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 | $14,975 | $88,751-83.1% | $81,812-81.7% | $145,922-89.7% |
| Participation rate | 19.0% | 75.0%-56.0pp | 72.3%-53.3pp | 80.3%-61.2pp |
| Annual return | 38.76% | 1025.40%-986.6pp | 773.79%-735.0pp | 561.29%-522.5pp |
| Employer contribution / active EE | $19 | $3,083-99.4% | $2,912-99.3% | $4,660-99.6% |
| Participant deferral / active EE | $24 | $4,643-99.5% | $4,319-99.4% | $6,688-99.6% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |