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 | $18,331 | $59,159-69.0% | $159,960-88.5% | $66,914-72.6% |
| Participation rate | 9.7% | 68.1%-58.4pp | 78.0%-68.2pp | 69.8%-60.1pp |
| Annual return | -17.27% | -12.26%-5.0pp | 408.60%-425.9pp | 1.58%-18.9pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $159 | $4,395-96.4% | $6,182-97.4% | $4,237-96.2% |
| Admin fee / account holder | $202 | $591-65.8% | $8,698-97.7% | $593-66.0% |