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 6-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 | $28,372 | $48,265-41.2% | $68,791-58.8% | $68,494-58.6% |
| Participation rate | 7.7% | 60.7%-53.0pp | 69.0%-61.3pp | 67.9%-60.2pp |
| Annual return | -18.36% | -12.71%-5.7pp | -6.38%-12.0pp | -7.84%-10.5pp |
| Employer contribution / active EE | $6 | $1,829-99.7% | $2,655-99.8% | $2,596-99.8% |
| Participant deferral / active EE | $16 | $2,867-99.4% | $3,941-99.6% | $4,027-99.6% |
| Admin fee / account holder | $182 | $4,355-95.8% | $4,932-96.3% | $5,403-96.6% |