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 | $18,845 | $48,265-61.0% | $68,791-72.6% | $68,494-72.5% |
| Participation rate | 5.6% | 60.7%-55.1pp | 69.0%-63.5pp | 67.9%-62.3pp |
| Annual return | -15.08% | -12.71%-2.4pp | -6.38%-8.7pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $219 | $2,867-92.4% | $3,941-94.4% | $4,027-94.6% |
| Admin fee / account holder | $266 | $4,355-93.9% | $4,932-94.6% | $5,403-95.1% |