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 7-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 | $11,549 | $73,867-84.4% | $143,757-92.0% | $68,494-83.1% |
| Participation rate | 13.2% | 66.7%-53.4pp | 80.3%-67.1pp | 67.9%-54.7pp |
| Annual return | -15.13% | 1.01%-16.1pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $100 | $3,184-96.8% | $4,951-98.0% | $2,596-96.1% |
| Participant deferral / active EE | $481 | $3,384-85.8% | $5,637-91.5% | $4,027-88.1% |
| Admin fee / account holder | $230 | $5,755-96.0% | $14,673-98.4% | $5,403-95.7% |