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 7-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 | $28,136 | $92,703-69.6% | $82,719-66.0% | $134,475-79.1% |
| Participation rate | 13.6% | 75.2%-61.6pp | 72.6%-58.9pp | 81.2%-67.6pp |
| Annual return | -20.76% | 944.92%-965.7pp | 701.18%-721.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $56 | $3,274-98.3% | $3,009-98.1% | $4,740-98.8% |
| Participant deferral / active EE | $422 | $4,802-91.2% | $4,395-90.4% | $6,400-93.4% |
| Admin fee / account holder | $172 | $5,983-97.1% | $5,329-96.8% | $11,426-98.5% |