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 10-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 | $19,624 | $76,000-74.2% | $154,107-87.3% | $64,186-69.4% |
| Participation rate | 15.0% | 70.4%-55.4pp | 83.0%-68.0pp | 69.6%-54.6pp |
| Annual return | -6.11% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $40 | $3,351-98.8% | $5,298-99.2% | $2,381-98.3% |
| Participant deferral / active EE | $219 | $3,175-93.1% | $5,081-95.7% | $3,470-93.7% |
| Admin fee / account holder | $16 | $5,596-99.7% | $13,411-99.9% | $4,888-99.7% |