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 6-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 | $12,827 | $53,162-75.9% | $91,220-85.9% | $68,494-81.3% |
| Participation rate | 11.1% | 63.2%-52.1pp | 73.2%-62.1pp | 67.9%-56.8pp |
| Annual return | -17.17% | -3.14%-14.0pp | 114.01%-131.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $543 | $2,974-81.8% | $4,234-87.2% | $4,027-86.5% |
| Admin fee / account holder | $285 | $4,493-93.7% | $5,420-94.7% | $5,403-94.7% |