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 | $6,923 | $88,710-92.2% | $81,783-91.5% | $145,959-95.3% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 6069.78% | 1027.26%+5042.5pp | 775.05%+5294.7pp | 561.95%+5507.8pp |
| Employer contribution / active EE | $89 | $3,083-97.1% | $2,913-96.9% | $4,661-98.1% |
| Participant deferral / active EE | $220 | $4,645-95.3% | $4,320-94.9% | $6,689-96.7% |
| Admin fee / account holder | $8 | $8,407-99.9% | $7,380-99.9% | $13,398-99.9% |