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 | $13,881 | $82,286-83.1% | $68,791-79.8% | $134,475-89.7% |
| Participation rate | 29.4% | 75.1%-45.7pp | 69.0%-39.6pp | 81.2%-51.8pp |
| Annual return | -16.35% | -2.19%-14.2pp | -6.38%-10.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $936 | $4,739-80.3% | $3,941-76.3% | $6,400-85.4% |
| Admin fee / account holder | $137 | $6,481-97.9% | $4,932-97.2% | $11,426-98.8% |