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 | $18,334 | $59,805-69.3% | $79,550-77.0% | $68,494-73.2% |
| Participation rate | 19.5% | 61.1%-41.5pp | 69.5%-49.9pp | 67.9%-48.3pp |
| Annual return | -15.72% | -12.30%-3.4pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $187 | $1,505-87.6% | $2,413-92.3% | $2,596-92.8% |
| Participant deferral / active EE | $418 | $3,024-86.2% | $3,985-89.5% | $4,027-89.6% |
| Admin fee / account holder | $251 | $4,835-94.8% | $6,832-96.3% | $5,403-95.3% |