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 | $68,963 | $59,805+15.3% | $79,550-13.3% | $68,494+0.7% |
| Participation rate | 9.8% | 61.1%-51.3pp | 69.5%-59.7pp | 67.9%-58.1pp |
| Annual return | -16.03% | -12.30%-3.7pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $216 | $1,505-85.7% | $2,413-91.1% | $2,596-91.7% |
| Participant deferral / active EE | $324 | $3,024-89.3% | $3,985-91.9% | $4,027-92.0% |
| Admin fee / account holder | $24 | $4,835-99.5% | $6,832-99.6% | $5,403-99.6% |