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 | $15,434 | $133,958-88.5% | $112,228-86.2% | $134,475-88.5% |
| Participation rate | 5.9% | 78.6%-72.7pp | 75.1%-69.2pp | 81.2%-75.3pp |
| Annual return | -15.93% | 47.11%-63.0pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $69 | $4,038-98.3% | $3,635-98.1% | $4,740-98.5% |
| Participant deferral / active EE | $161 | $5,291-97.0% | $4,728-96.6% | $6,400-97.5% |
| Admin fee / account holder | $76 | $7,489-99.0% | $6,410-98.8% | $11,426-99.3% |