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 | $7,388 | $27,641-73.3% | $61,373-88.0% | $68,494-89.2% |
| Participation rate | 4.3% | 39.5%-35.1pp | 52.6%-48.2pp | 67.9%-63.5pp |
| Annual return | -16.72% | -13.24%-3.5pp | 338.61%-355.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $11 | $695-98.4% | $1,159-99.1% | $2,596-99.6% |
| Participant deferral / active EE | $43 | $1,263-96.6% | $2,125-98.0% | $4,027-98.9% |
| Admin fee / account holder | $81 | $2,010-96.0% | $2,130-96.2% | $5,403-98.5% |