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 | $24,686 | $62,586-60.6% | $76,768-67.8% | $64,186-61.5% |
| Participation rate | 48.1% | 72.8%-24.7pp | 77.0%-28.8pp | 69.6%-21.4pp |
| Annual return | -7.35% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $293 | $1,832-84.0% | $2,485-88.2% | $2,381-87.7% |
| Participant deferral / active EE | $1,061 | $3,145-66.3% | $3,852-72.5% | $3,470-69.4% |
| Admin fee / account holder | $10 | $4,667-99.8% | $6,675-99.9% | $4,888-99.8% |