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 | $22,559 | $73,867-69.5% | $143,757-84.3% | $68,494-67.1% |
| Participation rate | 39.4% | 66.7%-27.3pp | 80.3%-40.9pp | 67.9%-28.5pp |
| Annual return | -17.08% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $164 | $3,184-94.9% | $4,951-96.7% | $2,596-93.7% |
| Participant deferral / active EE | $835 | $3,384-75.3% | $5,637-85.2% | $4,027-79.3% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |