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 8-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 | $23,481 | $27,641-15.1% | $61,373-61.7% | $68,494-65.7% |
| Participation rate | 14.3% | 39.5%-25.2pp | 52.6%-38.3pp | 67.9%-53.6pp |
| Annual return | -16.20% | -13.24%-3.0pp | 338.61%-354.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $19 | $695-97.3% | $1,159-98.4% | $2,596-99.3% |
| Participant deferral / active EE | $179 | $1,263-85.8% | $2,125-91.6% | $4,027-95.6% |
| Admin fee / account holder | $259 | $2,010-87.1% | $2,130-87.9% | $5,403-95.2% |