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 10-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 | $33,632 | $83,902-59.9% | $167,512-79.9% | $84,808-60.3% |
| Participation rate | 27.8% | 66.5%-38.7pp | 77.1%-49.3pp | 68.3%-40.5pp |
| Annual return | 16.20% | 91.55%-75.3pp | 1615.79%-1599.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,066 | $4,442-76.0% | $6,405-83.4% | $4,212-74.7% |
| Admin fee / account holder | $12 | $7,915-99.8% | $9,769-99.9% | $7,344-99.8% |