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 | $25,901 | $81,900-68.4% | $119,609-78.3% | $68,494-62.2% |
| Participation rate | 17.0% | 71.9%-54.9pp | 79.3%-62.2pp | 67.9%-50.9pp |
| Annual return | -17.49% | -23.82%+6.3pp | -14.97%-2.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $106 | $2,693-96.1% | $4,232-97.5% | $2,596-95.9% |
| Participant deferral / active EE | $478 | $4,148-88.5% | $5,602-91.5% | $4,027-88.1% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |