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 9-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 | $16,431 | $60,124-72.7% | $90,404-81.8% | $79,858-79.4% |
| Participation rate | 5.4% | 65.0%-59.6pp | 72.7%-67.3pp | 69.6%-64.3pp |
| Annual return | 22.04% | 71.94%-49.9pp | 1293.02%-1271.0pp | 31.71%-9.7pp |
| Employer contribution / active EE | $108 | $2,068-94.8% | $3,262-96.7% | $2,471-95.6% |
| Participant deferral / active EE | $151 | $2,938-94.9% | $3,963-96.2% | $3,740-96.0% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |