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 3-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 | $30,608 | $90,519-66.2% | $93,789-67.4% | $134,475-77.2% |
| Participation rate | 44.4% | 82.0%-37.5pp | 81.0%-36.5pp | 81.2%-36.8pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $24 | $4,343-99.4% | $4,323-99.4% | $4,740-99.5% |
| Participant deferral / active EE | $1,933 | $5,978-67.7% | $6,094-68.3% | $6,400-69.8% |
| Admin fee / account holder | $226 | $9,252-97.6% | $7,195-96.9% | $11,426-98.0% |