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 8-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 | $16,877 | $48,265-65.0% | $68,791-75.5% | $68,494-75.4% |
| Participation rate | 10.2% | 60.7%-50.4pp | 69.0%-58.8pp | 67.9%-57.7pp |
| Annual return | -14.31% | -12.71%-1.6pp | -6.38%-7.9pp | -7.84%-6.5pp |
| Employer contribution / active EE | $267 | $1,829-85.4% | $2,655-89.9% | $2,596-89.7% |
| Participant deferral / active EE | $284 | $2,867-90.1% | $3,941-92.8% | $4,027-92.9% |
| Admin fee / account holder | $172 | $4,355-96.1% | $4,932-96.5% | $5,403-96.8% |