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 | $51,369 | $39,798+29.1% | $67,711-24.1% | $59,632-13.9% |
| Participation rate | 9.3% | 57.4%-48.1pp | 67.5%-58.2pp | 68.7%-59.4pp |
| Annual return | -0.40% | 89.94%-90.3pp | 25.41%-25.8pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $380 | $2,335-83.7% | $3,585-89.4% | $3,192-88.1% |
| Admin fee / account holder | $252 | $3,212-92.2% | $4,255-94.1% | $4,297-94.1% |