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 | $10,985 | $30,400-63.9% | $53,898-79.6% | $84,808-87.0% |
| Participation rate | 2.6% | 46.4%-43.8pp | 55.0%-52.3pp | 68.3%-65.7pp |
| Annual return | 22.49% | 500.19%-477.7pp | 528.60%-506.1pp | 40.90%-18.4pp |
| Employer contribution / active EE | $40 | $603-93.4% | $932-95.7% | $2,631-98.5% |
| Participant deferral / active EE | $100 | $1,199-91.7% | $1,826-94.5% | $4,212-97.6% |
| Admin fee / account holder | $35 | $1,993-98.3% | $2,491-98.6% | $7,344-99.5% |