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 8-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 | $26,888 | $64,707-58.4% | $112,228-76.0% | $68,494-60.7% |
| Participation rate | 6.1% | 67.2%-61.0pp | 75.1%-68.9pp | 67.9%-61.8pp |
| Annual return | -18.72% | -11.40%-7.3pp | 27.45%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $197 | $2,746-92.8% | $3,635-94.6% | $2,596-92.4% |
| Participant deferral / active EE | $236 | $3,565-93.4% | $4,728-95.0% | $4,027-94.1% |
| Admin fee / account holder | $261 | $5,232-95.0% | $6,410-95.9% | $5,403-95.2% |