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 | $25,849 | $43,723-40.9% | $121,196-78.7% | $64,186-59.7% |
| Participation rate | 43.8% | 58.3%-14.6pp | 71.7%-28.0pp | 69.6%-25.8pp |
| Annual return | -6.50% | 68.91%-75.4pp | 16.93%-23.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $115 | $1,296-91.1% | $4,022-97.1% | $2,381-95.2% |
| Participant deferral / active EE | $358 | $2,280-84.3% | $3,344-89.3% | $3,470-89.7% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |