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 | $26,383 | $73,004-63.9% | $90,749-70.9% | $68,494-61.5% |
| Participation rate | 40.5% | 70.8%-30.3pp | 75.7%-35.2pp | 67.9%-27.3pp |
| Annual return | -13.99% | -13.81%-0.2pp | -12.16%-1.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $150 | $2,193-93.1% | $2,921-94.9% | $2,596-94.2% |
| Participant deferral / active EE | $874 | $3,627-75.9% | $4,564-80.9% | $4,027-78.3% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |