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 8-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 | $30,257 | $133,958-77.4% | $112,228-73.0% | $134,475-77.5% |
| Participation rate | 52.9% | 78.6%-25.6pp | 75.1%-22.1pp | 81.2%-28.3pp |
| Annual return | -7.48% | 47.11%-54.6pp | 27.45%-34.9pp | 417.96%-425.4pp |
| Employer contribution / active EE | $698 | $4,038-82.7% | $3,635-80.8% | $4,740-85.3% |
| Participant deferral / active EE | $1,096 | $5,291-79.3% | $4,728-76.8% | $6,400-82.9% |
| Admin fee / account holder | $3 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |