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 5-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 | $3,160 | $27,915-88.7% | $58,482-94.6% | $75,163-95.8% |
| Participation rate | 15.2% | 38.8%-23.7pp | 50.9%-35.7pp | 67.2%-52.0pp |
| Annual return | 27.04% | 44.20%-17.2pp | 4239.32%-4212.3pp | 160.62%-133.6pp |
| Employer contribution / active EE | $35 | $669-94.8% | $1,053-96.7% | $2,670-98.7% |
| Participant deferral / active EE | $55 | $1,201-95.4% | $1,924-97.1% | $4,125-98.7% |
| Admin fee / account holder | $14 | $1,726-99.2% | $2,516-99.4% | $5,651-99.8% |