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 | $67,673 | $32,117+110.7% | $71,086-4.8% | $64,186+5.4% |
| Participation rate | 3.2% | 42.7%-39.5pp | 54.7%-51.4pp | 69.6%-66.3pp |
| Annual return | 1.27% | -5.57%+6.8pp | 650.59%-649.3pp | 7.63%-6.4pp |
| Employer contribution / active EE | $66 | $712-90.7% | $1,088-93.9% | $2,381-97.2% |
| Participant deferral / active EE | $130 | $1,263-89.7% | $1,874-93.1% | $3,470-96.3% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |