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 4-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 | $17,526 | $65,061-73.1% | $143,757-87.8% | $66,914-73.8% |
| Participation rate | 6.0% | 65.2%-59.2pp | 80.3%-74.3pp | 69.8%-63.8pp |
| Annual return | 1.02% | -11.14%+12.2pp | -0.04%+1.1pp | 1.58%-0.6pp |
| Employer contribution / active EE | $125 | $2,361-94.7% | $4,951-97.5% | $2,544-95.1% |
| Participant deferral / active EE | $418 | $2,919-85.7% | $5,637-92.6% | $4,237-90.1% |
| Admin fee / account holder | $251 | $502-49.9% | $14,673-98.3% | $593-57.6% |