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 6-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 | $9,312 | $27,641-66.3% | $61,373-84.8% | $68,494-86.4% |
| Participation rate | 2.4% | 39.5%-37.1pp | 52.6%-50.2pp | 67.9%-65.5pp |
| Annual return | -18.82% | -13.24%-5.6pp | 338.61%-357.4pp | -7.84%-11.0pp |
| Employer contribution / active EE | $5 | $695-99.3% | $1,159-99.6% | $2,596-99.8% |
| Participant deferral / active EE | $12 | $1,263-99.1% | $2,125-99.5% | $4,027-99.7% |
| Admin fee / account holder | $10 | $2,010-99.5% | $2,130-99.5% | $5,403-99.8% |