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 5-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 | $4,610 | $32,708-85.9% | - | $75,163-93.9% |
| Participation rate | 0.0% | 51.7%-51.7pp | - | 67.2%-67.2pp |
| Annual return | 22.77% | 25.58%-2.8pp | - | 160.62%-137.8pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | - | $2,670-100.0% |
| Participant deferral / active EE | $0 | $2,223-100.0% | - | $4,125-100.0% |
| Admin fee / account holder | $0 | $3,179-100.0% | - | $5,651-100.0% |