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 | $19,448 | $45,863-57.6% | $77,024-74.8% | $68,494-71.6% |
| Participation rate | 7.5% | 55.9%-48.4pp | 67.9%-60.4pp | 67.9%-60.4pp |
| Annual return | -7.12% | 1.72%-8.8pp | 42.32%-49.4pp | -7.84%+0.7pp |
| Employer contribution / active EE | $213 | $1,650-87.1% | $2,812-92.4% | $2,596-91.8% |
| Participant deferral / active EE | $421 | $2,962-85.8% | $4,426-90.5% | $4,027-89.6% |
| Admin fee / account holder | $172 | $3,041-94.3% | $5,425-96.8% | $5,403-96.8% |