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 | $26,410 | $59,805-55.8% | $79,550-66.8% | $68,494-61.4% |
| Participation rate | 27.1% | 61.1%-33.9pp | 69.5%-42.4pp | 67.9%-40.8pp |
| Annual return | -18.91% | -12.30%-6.6pp | 0.16%-19.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $267 | $1,505-82.2% | $2,413-88.9% | $2,596-89.7% |
| Participant deferral / active EE | $917 | $3,024-69.7% | $3,985-77.0% | $4,027-77.2% |
| Admin fee / account holder | $115 | $4,835-97.6% | $6,832-98.3% | $5,403-97.9% |