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 | $23,235 | $54,380-57.3% | $68,509-66.1% | $59,632-61.0% |
| Participation rate | 32.5% | 70.2%-37.7pp | 74.7%-42.2pp | 68.7%-36.2pp |
| Annual return | -0.49% | 2.83%-3.3pp | 8.27%-8.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $205 | $1,539-86.7% | $2,278-91.0% | $2,203-90.7% |
| Participant deferral / active EE | $268 | $2,643-89.9% | $3,382-92.1% | $3,192-91.6% |
| Admin fee / account holder | $0 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |