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 10-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 | $21,826 | $52,519-58.4% | $155,790-86.0% | $59,632-63.4% |
| Participation rate | 18.8% | 61.7%-42.9pp | 76.1%-57.3pp | 68.7%-49.8pp |
| Annual return | -1.13% | 53.51%-54.6pp | 71.54%-72.7pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $561 | $3,084-81.8% | $4,797-88.3% | $3,192-82.4% |
| Admin fee / account holder | $17 | $3,540-99.5% | $7,478-99.8% | $4,297-99.6% |