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 | $2,511 | $22,587-88.9% | $65,255-96.2% | $75,163-96.7% |
| Participation rate | 34.2% | 63.1%-28.8pp | 65.0%-30.7pp | 67.2%-32.9pp |
| Annual return | 29.21% | 71.03%-41.8pp | 47.35%-18.1pp | 160.62%-131.4pp |
| Employer contribution / active EE | $105 | $941-88.8% | $1,691-93.8% | $2,670-96.1% |
| Participant deferral / active EE | $595 | $1,695-64.9% | $2,831-79.0% | $4,125-85.6% |
| Admin fee / account holder | $110 | $1,876-94.2% | $4,112-97.3% | $5,651-98.1% |