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 | $48,641 | $64,707-24.8% | $112,228-56.7% | $68,494-29.0% |
| Participation rate | 7.7% | 67.2%-59.5pp | 75.1%-67.4pp | 67.9%-60.2pp |
| Annual return | -17.93% | -11.40%-6.5pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $247 | $2,746-91.0% | $3,635-93.2% | $2,596-90.5% |
| Participant deferral / active EE | $624 | $3,565-82.5% | $4,728-86.8% | $4,027-84.5% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |