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 | $35,147 | $77,314-54.5% | $177,989-80.3% | $80,856-56.5% |
| Participation rate | 6.7% | 65.7%-59.0pp | 77.1%-70.4pp | 67.6%-61.0pp |
| Annual return | 50.01% | 18.09%+31.9pp | 294.48%-244.5pp | 35.59%+14.4pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7 | $4,411-99.8% | $6,276-99.9% | $4,296-99.8% |
| Admin fee / account holder | $0 | $7,191-100.0% | $10,363-100.0% | $6,918-100.0% |