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 | $18,821 | $73,867-74.5% | $143,757-86.9% | $68,494-72.5% |
| Participation rate | 26.5% | 66.7%-40.1pp | 80.3%-53.8pp | 67.9%-41.4pp |
| Annual return | -17.54% | 1.01%-18.6pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $228 | $3,184-92.8% | $4,951-95.4% | $2,596-91.2% |
| Participant deferral / active EE | $414 | $3,384-87.8% | $5,637-92.6% | $4,027-89.7% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |