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 | $10,192 | $27,641-63.1% | $61,373-83.4% | $68,494-85.1% |
| Participation rate | 8.9% | 39.5%-30.6pp | 52.6%-43.7pp | 67.9%-59.0pp |
| Annual return | -15.98% | -13.24%-2.7pp | 338.61%-354.6pp | -7.84%-8.1pp |
| Employer contribution / active EE | $31 | $695-95.6% | $1,159-97.4% | $2,596-98.8% |
| Participant deferral / active EE | $43 | $1,263-96.6% | $2,125-98.0% | $4,027-98.9% |
| Admin fee / account holder | $42 | $2,010-97.9% | $2,130-98.1% | $5,403-99.2% |