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 | $41,639 | $27,641+50.6% | $61,373-32.2% | $68,494-39.2% |
| Participation rate | 3.9% | 39.5%-35.6pp | 52.6%-48.6pp | 67.9%-64.0pp |
| Annual return | -19.78% | -13.24%-6.5pp | 338.61%-358.4pp | -7.84%-11.9pp |
| Employer contribution / active EE | $79 | $695-88.6% | $1,159-93.2% | $2,596-97.0% |
| Participant deferral / active EE | $260 | $1,263-79.4% | $2,125-87.8% | $4,027-93.5% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |