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 | $11,674 | $57,281-79.6% | $86,612-86.5% | $75,163-84.5% |
| Participation rate | 2.6% | 63.2%-60.6pp | 71.7%-69.1pp | 67.2%-64.6pp |
| Annual return | 59.68% | 2670.75%-2611.1pp | 591.07%-531.4pp | 160.62%-100.9pp |
| Employer contribution / active EE | $122 | $2,314-94.7% | $3,022-96.0% | $2,670-95.4% |
| Participant deferral / active EE | $328 | $3,318-90.1% | $4,438-92.6% | $4,125-92.1% |
| Admin fee / account holder | $49 | $4,112-98.8% | $5,614-99.1% | $5,651-99.1% |