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 | $4,446 | $31,310-85.8% | $53,898-91.8% | $74,304-94.0% |
| Participation rate | 3.5% | 30.7%-27.2pp | 55.0%-51.5pp | 60.3%-56.9pp |
| Annual return | 242.41% | 23.16%+219.3pp | 528.60%-286.2pp | 29.43%+213.0pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $66 | $934-92.9% | $1,826-96.4% | $3,767-98.2% |
| Admin fee / account holder | $287 | $2,175-86.8% | $2,491-88.5% | $2,969-90.3% |