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 | $15,941 | $45,152-64.7% | $73,843-78.4% | $59,632-73.3% |
| Participation rate | 59.3% | 64.0%-4.8pp | 73.4%-14.2pp | 68.7%-9.4pp |
| Annual return | -2.10% | 27.40%-29.5pp | 2267.84%-2269.9pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $537 | $2,574-79.1% | $3,583-85.0% | $3,192-83.2% |
| Admin fee / account holder | $75 | $3,516-97.9% | $4,880-98.5% | $4,297-98.3% |