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 | $20,092 | $59,805-66.4% | $79,550-74.7% | $68,494-70.7% |
| Participation rate | 34.4% | 61.1%-26.7pp | 69.5%-35.1pp | 67.9%-33.5pp |
| Annual return | -16.29% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $987 | $3,024-67.4% | $3,985-75.2% | $4,027-75.5% |
| Admin fee / account holder | $89 | $4,835-98.2% | $6,832-98.7% | $5,403-98.3% |