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 | $4,139 | $29,319-85.9% | $52,425-92.1% | $82,448-95.0% |
| Participation rate | 8.9% | 46.9%-38.0pp | 55.6%-46.7pp | 68.1%-59.2pp |
| Annual return | 20.25% | 535.20%-515.0pp | 302.12%-281.9pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $135 | $1,171-88.5% | $1,790-92.5% | $4,139-96.7% |
| Admin fee / account holder | $23 | $1,962-98.9% | $2,495-99.1% | $7,234-99.7% |