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 | $13,059 | $32,117-59.3% | $71,086-81.6% | $64,186-79.7% |
| Participation rate | 13.3% | 42.7%-29.4pp | 54.7%-41.4pp | 69.6%-56.3pp |
| Annual return | -7.27% | -5.57%-1.7pp | 650.59%-657.9pp | 7.63%-14.9pp |
| Employer contribution / active EE | $18 | $712-97.4% | $1,088-98.3% | $2,381-99.2% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7 | $2,759-99.7% | $3,082-99.8% | $4,888-99.9% |