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 6-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 | $12,929 | $84,402-84.7% | $61,373-78.9% | $134,475-90.4% |
| Participation rate | 4.5% | 62.2%-57.7pp | 52.6%-48.0pp | 81.2%-76.7pp |
| Annual return | -16.62% | 584.55%-601.2pp | 338.61%-355.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2 | $1,544-99.9% | $1,159-99.8% | $4,740-100.0% |
| Participant deferral / active EE | $5 | $2,819-99.8% | $2,125-99.7% | $6,400-99.9% |
| Admin fee / account holder | $121 | $2,585-95.3% | $2,130-94.3% | $11,426-98.9% |