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 6-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 | $7,684 | $27,641-72.2% | $61,373-87.5% | $68,494-88.8% |
| Participation rate | 6.3% | 39.5%-33.2pp | 52.6%-46.3pp | 67.9%-61.6pp |
| Annual return | -20.58% | -13.24%-7.3pp | 338.61%-359.2pp | -7.84%-12.7pp |
| Employer contribution / active EE | $83 | $695-88.1% | $1,159-92.8% | $2,596-96.8% |
| Participant deferral / active EE | $90 | $1,263-92.9% | $2,125-95.8% | $4,027-97.8% |
| Admin fee / account holder | $30 | $2,010-98.5% | $2,130-98.6% | $5,403-99.5% |