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 4-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 | $25,655 | $27,641-7.2% | $61,373-58.2% | $68,494-62.5% |
| Participation rate | 32.3% | 39.5%-7.2pp | 52.6%-20.3pp | 67.9%-35.6pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $34 | $695-95.2% | $1,159-97.1% | $2,596-98.7% |
| Participant deferral / active EE | $48 | $1,263-96.2% | $2,125-97.7% | $4,027-98.8% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |