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 | $30,141 | $32,117-6.2% | $71,086-57.6% | $64,186-53.0% |
| Participation rate | 10.8% | 42.7%-31.9pp | 54.7%-43.8pp | 69.6%-58.8pp |
| Annual return | -4.85% | -5.57%+0.7pp | 650.59%-655.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $222 | $1,263-82.4% | $1,874-88.1% | $3,470-93.6% |
| Admin fee / account holder | $71 | $2,759-97.4% | $3,082-97.7% | $4,888-98.5% |