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 | $40,582 | $53,162-23.7% | $91,220-55.5% | $68,494-40.8% |
| Participation rate | 52.1% | 63.2%-11.1pp | 73.2%-21.1pp | 67.9%-15.8pp |
| Annual return | -19.75% | -3.14%-16.6pp | 114.01%-133.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $118 | $1,709-93.1% | $2,850-95.9% | $2,596-95.5% |
| Participant deferral / active EE | $735 | $2,974-75.3% | $4,234-82.6% | $4,027-81.7% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,420-100.0% | $5,403-100.0% |