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 7-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 | $17,089 | $56,357-69.7% | $104,294-83.6% | $68,494-75.1% |
| Participation rate | 30.4% | 63.3%-32.9pp | 73.3%-42.9pp | 67.9%-37.5pp |
| Annual return | -16.94% | -9.19%-7.7pp | 24.61%-41.5pp | -7.84%-9.1pp |
| Employer contribution / active EE | $401 | $1,960-79.5% | $3,372-88.1% | $2,596-84.5% |
| Participant deferral / active EE | $483 | $3,077-84.3% | $4,625-89.6% | $4,027-88.0% |
| Admin fee / account holder | $10 | $4,903-99.8% | $7,339-99.9% | $5,403-99.8% |