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 | $11,319 | $73,867-84.7% | $143,757-92.1% | $68,494-83.5% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -11.76% | 1.01%-12.8pp | -0.04%-11.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $380 | $3,184-88.1% | $4,951-92.3% | $2,596-85.4% |
| Participant deferral / active EE | $753 | $3,384-77.8% | $5,637-86.6% | $4,027-81.3% |
| Admin fee / account holder | $245 | $5,755-95.7% | $14,673-98.3% | $5,403-95.5% |