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 5-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 | $16,239 | $22,715-28.5% | $73,545-77.9% | - |
| Participation rate | 39.4% | 40.6%-1.2pp | 54.9%-15.5pp | - |
| Annual return | 0.00% | -6.79%+6.8pp | -15.16%+15.2pp | - |
| Employer contribution / active EE | $0 | $343-100.0% | $1,219-100.0% | - |
| Participant deferral / active EE | $0 | $761-100.0% | $1,806-100.0% | - |
| Admin fee / account holder | $0 | $1,186-100.0% | $2,320-100.0% | - |