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 | $5,447 | $30,400-82.1% | $53,898-89.9% | $84,808-93.6% |
| Participation rate | 3.8% | 46.4%-42.6pp | 55.0%-51.1pp | 68.3%-64.5pp |
| Annual return | 47.17% | 500.19%-453.0pp | 528.60%-481.4pp | 40.90%+6.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $263 | $1,199-78.1% | $1,826-85.6% | $4,212-93.8% |
| Admin fee / account holder | $123 | $1,993-93.8% | $2,491-95.1% | $7,344-98.3% |