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 | $5,301 | $30,400-82.6% | $53,898-90.2% | $84,808-93.7% |
| Participation rate | 2.2% | 46.4%-44.2pp | 55.0%-52.7pp | 68.3%-66.1pp |
| Annual return | 18.15% | 500.19%-482.0pp | 528.60%-510.5pp | 40.90%-22.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $61 | $1,199-94.9% | $1,826-96.7% | $4,212-98.5% |
| Admin fee / account holder | $48 | $1,993-97.6% | $2,491-98.1% | $7,344-99.3% |