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 3-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 | $20,426 | $56,357-63.8% | $104,294-80.4% | $68,494-70.2% |
| Participation rate | 8.8% | 63.3%-54.5pp | 73.3%-64.5pp | 67.9%-59.1pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $353 | $1,960-82.0% | $3,372-89.5% | $2,596-86.4% |
| Participant deferral / active EE | $437 | $3,077-85.8% | $4,625-90.6% | $4,027-89.2% |
| Admin fee / account holder | $0 | $4,903-100.0% | $7,339-100.0% | $5,403-100.0% |