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 | $12,047 | $37,393-67.8% | $77,024-84.4% | $66,914-82.0% |
| Participation rate | 13.2% | 52.9%-39.7pp | 67.9%-54.7pp | 69.8%-56.6pp |
| Annual return | -18.52% | -3.29%-15.2pp | 42.32%-60.8pp | 1.58%-20.1pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $415 | $2,617-84.1% | $4,426-90.6% | $4,237-90.2% |
| Admin fee / account holder | $235 | $567-58.5% | $5,425-95.7% | $593-60.4% |