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 | $5,717 | $56,835-89.9% | - | $135,375-95.8% |
| Participation rate | 12.5% | 68.0%-55.5pp | - | 82.6%-70.1pp |
| Annual return | 0.00% | 2630.74%-2630.7pp | - | 519.73%-519.7pp |
| Employer contribution / active EE | $33 | $2,734-98.8% | - | $4,779-99.3% |
| Participant deferral / active EE | $244 | $3,681-93.4% | - | $5,609-95.7% |
| Admin fee / account holder | $2 | $1,586-99.9% | - | $10,827-100.0% |