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 | $16,613 | $42,383-60.8% | $76,523-78.3% | $64,186-74.1% |
| Participation rate | 6.7% | 58.1%-51.5pp | 68.0%-61.3pp | 69.6%-62.9pp |
| Annual return | -3.72% | -16.54%+12.8pp | -0.27%-3.5pp | 7.63%-11.4pp |
| Employer contribution / active EE | $33 | $1,563-97.9% | $2,647-98.8% | $2,381-98.6% |
| Participant deferral / active EE | $33 | $2,566-98.7% | $3,835-99.1% | $3,470-99.0% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,848-100.0% | $4,888-100.0% |