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 3-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 | $8,704 | $27,915-68.8% | $58,482-85.1% | $75,163-88.4% |
| Participation rate | 2.9% | 38.8%-36.0pp | 50.9%-48.0pp | 67.2%-64.3pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $67 | $669-90.0% | $1,053-93.7% | $2,670-97.5% |
| Participant deferral / active EE | $167 | $1,201-86.1% | $1,924-91.3% | $4,125-95.9% |
| Admin fee / account holder | $38 | $1,726-97.8% | $2,516-98.5% | $5,651-99.3% |