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 | $28,411 | $67,331-57.8% | $60,874-53.3% | $134,475-78.9% |
| Participation rate | 11.8% | 76.2%-64.4pp | 73.1%-61.3pp | 81.2%-69.5pp |
| Annual return | -11.85% | 49.93%-61.8pp | 16.90%-28.7pp | 417.96%-429.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $14 | $4,538-99.7% | $3,817-99.6% | $6,400-99.8% |
| Admin fee / account holder | $281 | $4,582-93.9% | $3,224-91.3% | $11,426-97.5% |