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 | $11,537 | $67,331-82.9% | $60,874-81.0% | $134,475-91.4% |
| Participation rate | 31.3% | 76.2%-44.9pp | 73.1%-41.9pp | 81.2%-50.0pp |
| Annual return | -4.59% | 49.93%-54.5pp | 16.90%-21.5pp | 417.96%-422.6pp |
| Employer contribution / active EE | $128 | $3,096-95.9% | $2,701-95.3% | $4,740-97.3% |
| Participant deferral / active EE | $511 | $4,538-88.7% | $3,817-86.6% | $6,400-92.0% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |