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 9-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 | $7,726 | $32,117-75.9% | $71,086-89.1% | $64,186-88.0% |
| Participation rate | 4.5% | 42.7%-38.2pp | 54.7%-50.2pp | 69.6%-65.1pp |
| Annual return | -8.74% | -5.57%-3.2pp | 650.59%-659.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $43 | $712-93.9% | $1,088-96.0% | $2,381-98.2% |
| Participant deferral / active EE | $43 | $1,263-96.6% | $1,874-97.7% | $3,470-98.8% |
| Admin fee / account holder | $5 | $2,759-99.8% | $3,082-99.9% | $4,888-99.9% |