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 | $35,660 | $75,828-53.0% | $147,614-75.8% | $59,632-40.2% |
| Participation rate | 10.0% | 71.6%-61.6pp | 84.6%-74.6pp | 68.7%-58.7pp |
| Annual return | -2.21% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $128 | $3,485-96.3% | $5,564-97.7% | $2,203-94.2% |
| Participant deferral / active EE | $426 | $3,130-86.4% | $4,895-91.3% | $3,192-86.7% |
| Admin fee / account holder | -$25 | $5,985-100.4% | $11,611-100.2% | $4,297-100.6% |