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 10-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 | $27,089 | $62,586-56.7% | $76,768-64.7% | $64,186-57.8% |
| Participation rate | 22.2% | 72.8%-50.6pp | 77.0%-54.7pp | 69.6%-47.3pp |
| Annual return | -7.45% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $229 | $1,832-87.5% | $2,485-90.8% | $2,381-90.4% |
| Participant deferral / active EE | $811 | $3,145-74.2% | $3,852-78.9% | $3,470-76.6% |
| Admin fee / account holder | $69 | $4,667-98.5% | $6,675-99.0% | $4,888-98.6% |