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 | $50,012 | $93,024-46.2% | $77,024-35.1% | $134,475-62.8% |
| Participation rate | 47.8% | 74.5%-26.7pp | 67.9%-20.1pp | 81.2%-33.4pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $74 | $3,418-97.8% | $2,812-97.4% | $4,740-98.4% |
| Participant deferral / active EE | $120 | $5,238-97.7% | $4,426-97.3% | $6,400-98.1% |
| Admin fee / account holder | $28 | $6,944-99.6% | $5,425-99.5% | $11,426-99.8% |