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 | $7,102 | $31,310-77.3% | $53,898-86.8% | $74,304-90.4% |
| Participation rate | 3.3% | 30.7%-27.4pp | 55.0%-51.7pp | 60.3%-57.0pp |
| Annual return | 21.41% | 23.16%-1.7pp | 528.60%-507.2pp | 29.43%-8.0pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $76 | $934-91.9% | $1,826-95.8% | $3,767-98.0% |
| Admin fee / account holder | $141 | $2,175-93.5% | $2,491-94.4% | $2,969-95.3% |