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 | $2,318 | $27,915-91.7% | $58,482-96.0% | $75,163-96.9% |
| Participation rate | 7.7% | 38.8%-31.1pp | 50.9%-43.2pp | 67.2%-59.5pp |
| Annual return | 102.00% | 44.20%+57.8pp | 4239.32%-4137.3pp | 160.62%-58.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $197 | $1,201-83.6% | $1,924-89.7% | $4,125-95.2% |
| Admin fee / account holder | $4 | $1,726-99.8% | $2,516-99.8% | $5,651-99.9% |