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 5-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 | $6,668 | $58,208-88.5% | $81,812-91.8% | $80,856-91.8% |
| Participation rate | 4.9% | 63.4%-58.5pp | 72.3%-67.4pp | 67.6%-62.7pp |
| Annual return | 13.75% | 41.66%-27.9pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $130 | $3,281-96.0% | $4,319-97.0% | $4,296-97.0% |
| Admin fee / account holder | $256 | $4,981-94.9% | $7,386-96.5% | $6,918-96.3% |