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 5-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 | $20,150 | $73,867-72.7% | $143,757-86.0% | $68,494-70.6% |
| Participation rate | 23.1% | 66.7%-43.6pp | 80.3%-57.2pp | 67.9%-44.8pp |
| Annual return | -14.62% | 1.01%-15.6pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $332 | $3,184-89.6% | $4,951-93.3% | $2,596-87.2% |
| Participant deferral / active EE | $929 | $3,384-72.6% | $5,637-83.5% | $4,027-76.9% |
| Admin fee / account holder | $300 | $5,755-94.8% | $14,673-98.0% | $5,403-94.4% |