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 | $16,591 | $31,310-47.0% | $53,898-69.2% | $74,304-77.7% |
| Participation rate | 4.1% | 30.7%-26.5pp | 55.0%-50.8pp | 60.3%-56.2pp |
| Annual return | 20.15% | 23.16%-3.0pp | 528.60%-508.5pp | 29.43%-9.3pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $164 | $934-82.4% | $1,826-91.0% | $3,767-95.6% |
| Admin fee / account holder | $93 | $2,175-95.7% | $2,491-96.3% | $2,969-96.9% |