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 | $11,354 | $28,109-59.6% | $71,086-84.0% | $56,287-79.8% |
| Participation rate | 5.9% | 40.4%-34.5pp | 54.7%-48.8pp | 69.9%-64.0pp |
| Annual return | -8.17% | -615.05%+606.9pp | 650.59%-658.8pp | -9.96%+1.8pp |
| Employer contribution / active EE | $111 | $558-80.0% | $1,088-89.8% | $2,111-94.7% |
| Participant deferral / active EE | $199 | $1,116-82.2% | $1,874-89.4% | $3,350-94.1% |
| Admin fee / account holder | $120 | $585-79.4% | $3,082-96.1% | $521-76.9% |