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 | $4,672 | $29,660-84.2% | $56,411-91.7% | $80,856-94.2% |
| Participation rate | 5.3% | 41.6%-36.4pp | 52.5%-47.2pp | 67.6%-62.4pp |
| Annual return | 12.73% | 35.23%-22.5pp | 1701.33%-1688.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $74 | $1,226-94.0% | $1,952-96.2% | $4,296-98.3% |
| Admin fee / account holder | $57 | $2,428-97.7% | $2,829-98.0% | $6,918-99.2% |