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 | $1,887 | $81,625-97.7% | $58,482-96.8% | $139,434-98.6% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 65.93% | 7404.20%-7338.3pp | 4239.32%-4173.4pp | 372.94%-307.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $87 | $2,557-96.6% | $1,924-95.5% | $6,710-98.7% |
| Admin fee / account holder | $204 | $3,265-93.8% | $2,516-91.9% | $11,403-98.2% |