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 | $46,477 | $59,805-22.3% | $79,550-41.6% | $68,494-32.1% |
| Participation rate | 7.8% | 61.1%-53.3pp | 69.5%-61.7pp | 67.9%-60.1pp |
| Annual return | -11.37% | -12.30%+0.9pp | 0.16%-11.5pp | -7.84%-3.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $168 | $3,024-94.5% | $3,985-95.8% | $4,027-95.8% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |