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 9-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 | $18,985 | $59,107-67.9% | $86,436-78.0% | $68,494-72.3% |
| Participation rate | 59.1% | 75.2%-16.2pp | 80.3%-21.2pp | 67.9%-8.8pp |
| Annual return | -16.46% | -0.23%-16.2pp | 4394.89%-4411.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,435 | $5,901-75.7% | $6,952-79.4% | $4,027-64.4% |
| Admin fee / account holder | $38 | $5,637-99.3% | $6,731-99.4% | $5,403-99.3% |