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 | $4,792 | $22,587-78.8% | $65,255-92.7% | $75,163-93.6% |
| Participation rate | 15.4% | 63.1%-47.7pp | 65.0%-49.6pp | 67.2%-51.8pp |
| Annual return | 22.56% | 71.03%-48.5pp | 47.35%-24.8pp | 160.62%-138.1pp |
| Employer contribution / active EE | $186 | $941-80.3% | $1,691-89.0% | $2,670-93.0% |
| Participant deferral / active EE | $186 | $1,695-89.0% | $2,831-93.4% | $4,125-95.5% |
| Admin fee / account holder | $82 | $1,876-95.6% | $4,112-98.0% | $5,651-98.5% |