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 | $17,210 | $48,265-64.3% | $68,791-75.0% | $68,494-74.9% |
| Participation rate | 1.9% | 60.7%-58.8pp | 69.0%-67.2pp | 67.9%-66.0pp |
| Annual return | -15.65% | -12.71%-2.9pp | -6.38%-9.3pp | -7.84%-7.8pp |
| Employer contribution / active EE | $21 | $1,829-98.8% | $2,655-99.2% | $2,596-99.2% |
| Participant deferral / active EE | $21 | $2,867-99.3% | $3,941-99.5% | $4,027-99.5% |
| Admin fee / account holder | $0 | $4,355-100.0% | $4,932-100.0% | $5,403-100.0% |