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 9-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 | $13,323 | $73,867-82.0% | $143,757-90.7% | $68,494-80.5% |
| Participation rate | 19.5% | 66.7%-47.1pp | 80.3%-60.8pp | 67.9%-48.4pp |
| Annual return | -17.12% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $313 | $3,184-90.2% | $4,951-93.7% | $2,596-88.0% |
| Participant deferral / active EE | $457 | $3,384-86.5% | $5,637-91.9% | $4,027-88.7% |
| Admin fee / account holder | $72 | $5,755-98.7% | $14,673-99.5% | $5,403-98.7% |