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 7-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 | $15,257 | $69,010-77.9% | $159,960-90.5% | $68,494-77.7% |
| Participation rate | 43.1% | 65.4%-22.3pp | 78.0%-34.8pp | 67.9%-24.8pp |
| Annual return | -18.59% | -9.65%-8.9pp | 408.60%-427.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $419 | $2,213-81.1% | $4,226-90.1% | $2,596-83.9% |
| Participant deferral / active EE | $1,153 | $4,212-72.6% | $6,182-81.4% | $4,027-71.4% |
| Admin fee / account holder | $157 | $4,798-96.7% | $8,698-98.2% | $5,403-97.1% |