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 3-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 | $5,254 | $31,310-83.2% | $53,898-90.3% | $74,304-92.9% |
| Participation rate | 3.6% | 30.7%-27.1pp | 55.0%-51.3pp | 60.3%-56.7pp |
| Annual return | 72.53% | 23.16%+49.4pp | 528.60%-456.1pp | 29.43%+43.1pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $139 | $934-85.1% | $1,826-92.4% | $3,767-96.3% |
| Admin fee / account holder | $256 | $2,175-88.2% | $2,491-89.7% | $2,969-91.4% |