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 | $21,001 | $45,863-54.2% | $77,024-72.7% | $68,494-69.3% |
| Participation rate | 4.3% | 55.9%-51.6pp | 67.9%-63.6pp | 67.9%-63.6pp |
| Annual return | -11.98% | 1.72%-13.7pp | 42.32%-54.3pp | -7.84%-4.1pp |
| Employer contribution / active EE | $14 | $1,650-99.1% | $2,812-99.5% | $2,596-99.4% |
| Participant deferral / active EE | $28 | $2,962-99.0% | $4,426-99.4% | $4,027-99.3% |
| Admin fee / account holder | $213 | $3,041-93.0% | $5,425-96.1% | $5,403-96.1% |