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 7-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 | $5,136 | $110,887-95.4% | - | $145,922-96.5% |
| Participation rate | 4.2% | 68.1%-63.9pp | - | 80.3%-76.1pp |
| Annual return | 61.34% | 17.59%+43.8pp | - | 561.29%-499.9pp |
| Employer contribution / active EE | $76 | $5,672-98.7% | - | $4,660-98.4% |
| Participant deferral / active EE | $114 | $5,582-98.0% | - | $6,688-98.3% |
| Admin fee / account holder | $23 | $6,317-99.6% | - | $13,397-99.8% |