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 | $24,164 | $71,883-66.4% | $86,677-72.1% | $68,494-64.7% |
| Participation rate | 47.7% | 72.2%-24.5pp | 76.6%-28.8pp | 67.9%-20.2pp |
| Annual return | -17.45% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,405 | $3,779-62.8% | $4,656-69.8% | $4,027-65.1% |
| Admin fee / account holder | $265 | $6,112-95.7% | $7,493-96.5% | $5,403-95.1% |