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 | $20,080 | $73,867-72.8% | $143,757-86.0% | $68,494-70.7% |
| Participation rate | 8.0% | 66.7%-58.7pp | 80.3%-72.3pp | 67.9%-59.9pp |
| Annual return | -19.11% | 1.01%-20.1pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $511 | $3,384-84.9% | $5,637-90.9% | $4,027-87.3% |
| Admin fee / account holder | $12 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |