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 | $28,452 | $76,000-62.6% | $154,107-81.5% | $64,186-55.7% |
| Participation rate | 22.8% | 70.4%-47.6pp | 83.0%-60.3pp | 69.6%-46.8pp |
| Annual return | -4.67% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $636 | $3,175-80.0% | $5,081-87.5% | $3,470-81.7% |
| Admin fee / account holder | $23 | $5,596-99.6% | $13,411-99.8% | $4,888-99.5% |