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 | $15,066 | $42,894-64.9% | $60,874-75.3% | $68,494-78.0% |
| Participation rate | 26.8% | 66.8%-40.0pp | 73.1%-46.3pp | 67.9%-41.1pp |
| Annual return | -18.08% | -13.98%-4.1pp | 16.90%-35.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $269 | $1,978-86.4% | $2,701-90.0% | $2,596-89.6% |
| Participant deferral / active EE | $780 | $2,867-72.8% | $3,817-79.6% | $4,027-80.6% |
| Admin fee / account holder | $119 | $3,101-96.1% | $3,224-96.3% | $5,403-97.8% |