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 | $16,169 | $43,327-62.7% | $59,878-73.0% | $64,186-74.8% |
| Participation rate | 38.5% | 69.2%-30.7pp | 74.7%-36.2pp | 69.6%-31.1pp |
| Annual return | -6.06% | -1.55%-4.5pp | 3.46%-9.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $188 | $2,028-90.7% | $2,722-93.1% | $2,381-92.1% |
| Participant deferral / active EE | $217 | $2,546-91.5% | $3,402-93.6% | $3,470-93.8% |
| Admin fee / account holder | $130 | $3,005-95.7% | $3,590-96.4% | $4,888-97.3% |