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 | $23,083 | $82,664-72.1% | $125,339-81.6% | $68,494-66.3% |
| Participation rate | 32.0% | 75.0%-43.0pp | 82.4%-50.4pp | 67.9%-35.9pp |
| Annual return | -18.41% | -5.97%-12.4pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $740 | $6,110-87.9% | $7,446-90.1% | $4,027-81.6% |
| Admin fee / account holder | $106 | $6,275-98.3% | $10,010-98.9% | $5,403-98.0% |