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 9-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 | $13,321 | $30,732-56.7% | $59,496-77.6% | $59,632-77.7% |
| Participation rate | 28.6% | 43.2%-14.6pp | 54.6%-26.0pp | 68.7%-40.1pp |
| Annual return | -0.18% | 4.47%-4.6pp | 182.05%-182.2pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $190 | $1,183-83.9% | $1,829-89.6% | $3,192-94.0% |
| Admin fee / account holder | $57 | $2,136-97.3% | $2,232-97.5% | $4,297-98.7% |