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 | $38,489 | $69,010-44.2% | $159,960-75.9% | $68,494-43.8% |
| Participation rate | 8.1% | 65.4%-57.3pp | 78.0%-69.8pp | 67.9%-59.8pp |
| Annual return | -15.05% | -9.65%-5.4pp | 408.60%-423.7pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $105 | $4,212-97.5% | $6,182-98.3% | $4,027-97.4% |
| Admin fee / account holder | $30 | $4,798-99.4% | $8,698-99.7% | $5,403-99.4% |