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 8-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 | $20,578 | $209,374-90.2% | $204,484-89.9% | $478,521-95.7% |
| Participation rate | 13.3% | 90.3%-77.0pp | 87.2%-73.9pp | 89.3%-76.0pp |
| Annual return | -0.72% | 0.62%-1.3pp | 1.17%-1.9pp | 101.52%-102.2pp |
| Employer contribution / active EE | $20 | $3,026-99.3% | $3,236-99.4% | $22,406-99.9% |
| Participant deferral / active EE | $0 | $10,567-100.0% | $9,535-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $3,921-100.0% | $4,140-100.0% | $12,578-100.0% |