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 9-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 | $14,945 | $76,000-80.3% | $154,107-90.3% | $64,186-76.7% |
| Participation rate | 24.6% | 70.4%-45.8pp | 83.0%-58.4pp | 69.6%-45.0pp |
| Annual return | -0.04% | 30.32%-30.4pp | 735.12%-735.2pp | 7.63%-7.7pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $823 | $3,175-74.1% | $5,081-83.8% | $3,470-76.3% |
| Admin fee / account holder | $85 | $5,596-98.5% | $13,411-99.4% | $4,888-98.3% |