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 | $27,359 | $59,805-54.3% | $79,550-65.6% | $68,494-60.1% |
| Participation rate | 48.0% | 61.1%-13.1pp | 69.5%-21.5pp | 67.9%-19.9pp |
| Annual return | -17.88% | -12.30%-5.6pp | 0.16%-18.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $109 | $1,505-92.7% | $2,413-95.5% | $2,596-95.8% |
| Participant deferral / active EE | $464 | $3,024-84.7% | $3,985-88.4% | $4,027-88.5% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |