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 | $29,051-84.7% | $52,425-91.5% | $67,986-93.5% |
| Participation rate | 3.5% | 30.4%-26.9pp | 55.6%-52.1pp | 57.2%-53.7pp |
| Annual return | 242.41% | 24.00%+218.4pp | 302.12%-59.7pp | 31.67%+210.7pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $66 | $873-92.4% | $1,790-96.3% | $3,358-98.0% |
| Admin fee / account holder | $287 | $2,113-86.4% | $2,495-88.5% | $3,203-91.0% |