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 | $9,815 | $73,867-86.7% | $143,757-93.2% | $68,494-85.7% |
| Participation rate | 51.9% | 66.7%-14.8pp | 80.3%-28.5pp | 67.9%-16.0pp |
| Annual return | -16.64% | 1.01%-17.7pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $572 | $3,384-83.1% | $5,637-89.8% | $4,027-85.8% |
| Admin fee / account holder | $225 | $5,755-96.1% | $14,673-98.5% | $5,403-95.8% |