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 | $22,860 | $53,596-57.3% | $90,645-74.8% | $64,186-64.4% |
| Participation rate | 1.4% | 64.5%-63.1pp | 74.0%-72.6pp | 69.6%-68.2pp |
| Annual return | -6.62% | 4.41%-11.0pp | 1.88%-8.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $87 | $1,503-94.2% | $2,532-96.6% | $2,381-96.3% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $55 | $3,868-98.6% | $4,994-98.9% | $4,888-98.9% |