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 | $7,693 | $96,305-92.0% | $80,569-90.5% | $139,434-94.5% |
| Participation rate | 5.9% | 73.6%-67.7pp | 67.0%-61.1pp | 80.3%-74.4pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $94 | $3,262-97.1% | $2,723-96.5% | $4,751-98.0% |
| Participant deferral / active EE | $353 | $5,232-93.3% | $4,447-92.1% | $6,710-94.7% |
| Admin fee / account holder | $20 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |