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 | $12,495 | $37,426-66.6% | $77,482-83.9% | $79,858-84.4% |
| Participation rate | 2.3% | 41.5%-39.2pp | 54.2%-51.9pp | 69.6%-67.3pp |
| Annual return | 22.39% | 39.70%-17.3pp | 54.79%-32.4pp | 31.71%-9.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $124 | $1,260-90.1% | $1,861-93.3% | $3,740-96.7% |
| Admin fee / account holder | $26 | $2,504-99.0% | $2,858-99.1% | $5,306-99.5% |