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 | $32,149 | $27,641+16.3% | $61,373-47.6% | $68,494-53.1% |
| Participation rate | 3.2% | 39.5%-36.3pp | 52.6%-49.3pp | 67.9%-64.7pp |
| Annual return | -14.03% | -13.24%-0.8pp | 338.61%-352.6pp | -7.84%-6.2pp |
| Employer contribution / active EE | $11 | $695-98.4% | $1,159-99.0% | $2,596-99.6% |
| Participant deferral / active EE | $39 | $1,263-96.9% | $2,125-98.2% | $4,027-99.0% |
| Admin fee / account holder | $1 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |