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 3-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 | $3,130 | $30,400-89.7% | $53,898-94.2% | $84,808-96.3% |
| Participation rate | 2.9% | 46.4%-43.6pp | 55.0%-52.1pp | 68.3%-65.5pp |
| Annual return | 26.28% | 500.19%-473.9pp | 528.60%-502.3pp | 40.90%-14.6pp |
| Employer contribution / active EE | $15 | $603-97.5% | $932-98.4% | $2,631-99.4% |
| Participant deferral / active EE | $15 | $1,199-98.8% | $1,826-99.2% | $4,212-99.6% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |