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 | $7,610 | $30,400-75.0% | $53,898-85.9% | $84,808-91.0% |
| Participation rate | 6.5% | 46.4%-40.0pp | 55.0%-48.5pp | 68.3%-61.9pp |
| Annual return | 18.26% | 500.19%-481.9pp | 528.60%-510.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1 | $603-99.8% | $932-99.9% | $2,631-100.0% |
| Participant deferral / active EE | $16 | $1,199-98.7% | $1,826-99.1% | $4,212-99.6% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |