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 | $11,046 | $39,019-71.7% | $80,716-86.3% | $85,850-87.1% |
| Participation rate | 3.4% | 41.5%-38.2pp | 54.2%-50.8pp | 69.3%-65.9pp |
| Annual return | 18.36% | 26.27%-7.9pp | 87.28%-68.9pp | 318.53%-300.2pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $18 | $1,326-98.7% | $2,146-99.2% | $3,952-99.6% |
| Admin fee / account holder | $112 | $2,431-95.4% | $3,380-96.7% | $6,260-98.2% |