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 | $15,518 | $63,442-75.5% | $68,791-77.4% | $66,914-76.8% |
| Participation rate | 20.2% | 60.0%-39.8pp | 69.0%-48.8pp | 69.8%-49.6pp |
| Annual return | -14.66% | -8.29%-6.4pp | -6.38%-8.3pp | 1.58%-16.2pp |
| Employer contribution / active EE | $305 | $1,775-82.8% | $2,655-88.5% | $2,544-88.0% |
| Participant deferral / active EE | $636 | $2,945-78.4% | $3,941-83.9% | $4,237-85.0% |
| Admin fee / account holder | $0 | $577-100.0% | $4,932-100.0% | $593-100.0% |