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 | $20,683 | $142,344-85.5% | $119,609-82.7% | $134,475-84.6% |
| Participation rate | 12.5% | 82.8%-70.3pp | 79.3%-66.8pp | 81.2%-68.7pp |
| Annual return | -15.47% | -12.44%-3.0pp | -14.97%-0.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $756 | $6,469-88.3% | $5,602-86.5% | $6,400-88.2% |
| Admin fee / account holder | $128 | $13,584-99.1% | $10,323-98.8% | $11,426-98.9% |