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 6-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 | $19,754 | $45,863-56.9% | $77,024-74.4% | $68,494-71.2% |
| Participation rate | 8.0% | 55.9%-47.9pp | 67.9%-59.9pp | 67.9%-59.9pp |
| Annual return | -18.12% | 1.72%-19.8pp | 42.32%-60.4pp | -7.84%-10.3pp |
| Employer contribution / active EE | $155 | $1,650-90.6% | $2,812-94.5% | $2,596-94.0% |
| Participant deferral / active EE | $170 | $2,962-94.3% | $4,426-96.2% | $4,027-95.8% |
| Admin fee / account holder | $20 | $3,041-99.3% | $5,425-99.6% | $5,403-99.6% |