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 | $1,659 | $30,400-94.5% | $53,898-96.9% | $84,808-98.0% |
| Participation rate | 17.9% | 46.4%-28.6pp | 55.0%-37.1pp | 68.3%-50.5pp |
| Annual return | 21.38% | 500.19%-478.8pp | 528.60%-507.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $82 | $1,199-93.1% | $1,826-95.5% | $4,212-98.0% |
| Admin fee / account holder | $9 | $1,993-99.5% | $2,491-99.6% | $7,344-99.9% |