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 | $12,864 | $92,703-86.1% | $82,719-84.4% | $134,475-90.4% |
| Participation rate | 11.1% | 75.2%-64.1pp | 72.6%-61.4pp | 81.2%-70.1pp |
| Annual return | -10.31% | 944.92%-955.2pp | 701.18%-711.5pp | 417.96%-428.3pp |
| Employer contribution / active EE | $33 | $3,274-99.0% | $3,009-98.9% | $4,740-99.3% |
| Participant deferral / active EE | $131 | $4,802-97.3% | $4,395-97.0% | $6,400-98.0% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |