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 | $11,048 | $45,863-75.9% | $77,024-85.7% | $68,494-83.9% |
| Participation rate | 14.8% | 55.9%-41.2pp | 67.9%-53.2pp | 67.9%-53.1pp |
| Annual return | -8.91% | 1.72%-10.6pp | 42.32%-51.2pp | -7.84%-1.1pp |
| Employer contribution / active EE | $226 | $1,650-86.3% | $2,812-92.0% | $2,596-91.3% |
| Participant deferral / active EE | $325 | $2,962-89.0% | $4,426-92.7% | $4,027-91.9% |
| Admin fee / account holder | $82 | $3,041-97.3% | $5,425-98.5% | $5,403-98.5% |