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 | $8,193 | $30,400-73.1% | $53,898-84.8% | $84,808-90.3% |
| Participation rate | 6.8% | 46.4%-39.6pp | 55.0%-48.1pp | 68.3%-61.5pp |
| Annual return | 22.74% | 500.19%-477.5pp | 528.60%-505.9pp | 40.90%-18.2pp |
| Employer contribution / active EE | $75 | $603-87.5% | $932-91.9% | $2,631-97.1% |
| Participant deferral / active EE | $94 | $1,199-92.1% | $1,826-94.8% | $4,212-97.8% |
| Admin fee / account holder | $65 | $1,993-96.7% | $2,491-97.4% | $7,344-99.1% |