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 7-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 | $9,246 | $92,703-90.0% | $82,719-88.8% | $134,475-93.1% |
| Participation rate | 11.8% | 75.2%-63.4pp | 72.6%-60.8pp | 81.2%-69.5pp |
| Annual return | -14.22% | 944.92%-959.1pp | 701.18%-715.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $331 | $4,802-93.1% | $4,395-92.5% | $6,400-94.8% |
| Admin fee / account holder | $106 | $5,983-98.2% | $5,329-98.0% | $11,426-99.1% |