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 | $25,087 | $73,867-66.0% | $143,757-82.5% | $68,494-63.4% |
| Participation rate | 14.1% | 66.7%-52.6pp | 80.3%-66.2pp | 67.9%-53.8pp |
| Annual return | -13.17% | 1.01%-14.2pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $229 | $3,184-92.8% | $4,951-95.4% | $2,596-91.2% |
| Participant deferral / active EE | $533 | $3,384-84.3% | $5,637-90.5% | $4,027-86.8% |
| Admin fee / account holder | $16 | $5,755-99.7% | $14,673-99.9% | $5,403-99.7% |