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 5-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 | $14,997 | $54,350-72.4% | $82,719-81.9% | $68,494-78.1% |
| Participation rate | 1.5% | 63.9%-62.4pp | 72.6%-71.0pp | 67.9%-66.3pp |
| Annual return | -18.56% | -13.67%-4.9pp | 701.18%-719.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $60 | $3,246-98.2% | $4,395-98.6% | $4,027-98.5% |
| Admin fee / account holder | $229 | $4,395-94.8% | $5,329-95.7% | $5,403-95.8% |