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 | $16,806 | $73,867-77.2% | $143,757-88.3% | $68,494-75.5% |
| Participation rate | 12.2% | 66.7%-54.4pp | 80.3%-68.1pp | 67.9%-55.6pp |
| Annual return | -17.07% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $329 | $3,384-90.3% | $5,637-94.2% | $4,027-91.8% |
| Admin fee / account holder | $125 | $5,755-97.8% | $14,673-99.2% | $5,403-97.7% |