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 | $10,313 | $45,863-77.5% | $77,024-86.6% | $68,494-84.9% |
| Participation rate | 0.0% | 55.9%-55.9pp | 67.9%-67.9pp | 67.9%-67.9pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $36 | $1,650-97.8% | $2,812-98.7% | $2,596-98.6% |
| Participant deferral / active EE | $152 | $2,962-94.9% | $4,426-96.6% | $4,027-96.2% |
| Admin fee / account holder | $35 | $3,041-98.8% | $5,425-99.4% | $5,403-99.4% |