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 | $7,150 | $67,331-89.4% | $60,874-88.3% | $134,475-94.7% |
| Participation rate | 18.8% | 76.2%-57.4pp | 73.1%-54.4pp | 81.2%-62.5pp |
| Annual return | -19.26% | 49.93%-69.2pp | 16.90%-36.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $856 | $4,538-81.1% | $3,817-77.6% | $6,400-86.6% |
| Admin fee / account holder | $63 | $4,582-98.6% | $3,224-98.1% | $11,426-99.5% |