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 | $39,834 | $63,442-37.2% | $68,791-42.1% | $66,914-40.5% |
| Participation rate | 2.4% | 60.0%-57.6pp | 69.0%-66.7pp | 69.8%-67.4pp |
| Annual return | -17.37% | -8.29%-9.1pp | -6.38%-11.0pp | 1.58%-19.0pp |
| Employer contribution / active EE | $40 | $1,775-97.7% | $2,655-98.5% | $2,544-98.4% |
| Participant deferral / active EE | $49 | $2,945-98.3% | $3,941-98.7% | $4,237-98.8% |
| Admin fee / account holder | $40 | $577-93.1% | $4,932-99.2% | $593-93.3% |