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 | $2,195 | $29,660-92.6% | $56,411-96.1% | $80,856-97.3% |
| Participation rate | 15.3% | 41.6%-26.4pp | 52.5%-37.2pp | 67.6%-52.4pp |
| Annual return | 13.51% | 35.23%-21.7pp | 1701.33%-1687.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $33 | $1,226-97.3% | $1,952-98.3% | $4,296-99.2% |
| Admin fee / account holder | $170 | $2,428-93.0% | $2,829-94.0% | $6,918-97.5% |