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 | $12,570 | $42,383-70.3% | $76,523-83.6% | $64,186-80.4% |
| Participation rate | 37.0% | 58.1%-21.1pp | 68.0%-31.0pp | 69.6%-32.5pp |
| Annual return | -8.12% | -16.54%+8.4pp | -0.27%-7.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $434 | $2,566-83.1% | $3,835-88.7% | $3,470-87.5% |
| Admin fee / account holder | $193 | $3,198-94.0% | $4,848-96.0% | $4,888-96.1% |