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 | $4,700 | $27,915-83.2% | $58,482-92.0% | $75,163-93.7% |
| Participation rate | 6.1% | 38.8%-32.8pp | 50.9%-44.8pp | 67.2%-61.1pp |
| Annual return | 51.14% | 44.20%+6.9pp | 4239.32%-4188.2pp | 160.62%-109.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $200 | $1,201-83.3% | $1,924-89.6% | $4,125-95.1% |
| Admin fee / account holder | $29 | $1,726-98.3% | $2,516-98.8% | $5,651-99.5% |