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 | $25,725 | $42,894-40.0% | $60,874-57.7% | $68,494-62.4% |
| Participation rate | 8.3% | 66.8%-58.5pp | 73.1%-64.8pp | 67.9%-59.6pp |
| Annual return | -13.72% | -13.98%+0.3pp | 16.90%-30.6pp | -7.84%-5.9pp |
| Employer contribution / active EE | $119 | $1,978-94.0% | $2,701-95.6% | $2,596-95.4% |
| Participant deferral / active EE | $245 | $2,867-91.5% | $3,817-93.6% | $4,027-93.9% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |