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 6-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 | $20,271 | $73,867-72.6% | $143,757-85.9% | $68,494-70.4% |
| Participation rate | 9.7% | 66.7%-57.0pp | 80.3%-70.6pp | 67.9%-58.2pp |
| Annual return | -19.26% | 1.01%-20.3pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $731 | $3,384-78.4% | $5,637-87.0% | $4,027-81.8% |
| Admin fee / account holder | $6 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |