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 | $17,846 | $42,894-58.4% | $60,874-70.7% | $68,494-73.9% |
| Participation rate | 25.0% | 66.8%-41.8pp | 73.1%-48.1pp | 67.9%-42.9pp |
| Annual return | -13.21% | -13.98%+0.8pp | 16.90%-30.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $81 | $1,978-95.9% | $2,701-97.0% | $2,596-96.9% |
| Participant deferral / active EE | $460 | $2,867-83.9% | $3,817-87.9% | $4,027-88.6% |
| Admin fee / account holder | $95 | $3,101-96.9% | $3,224-97.0% | $5,403-98.2% |