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 | $25,517 | $56,357-54.7% | $104,294-75.5% | $68,494-62.7% |
| Participation rate | 15.7% | 63.3%-47.6pp | 73.3%-57.6pp | 67.9%-52.2pp |
| Annual return | -16.72% | -9.19%-7.5pp | 24.61%-41.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $312 | $1,960-84.1% | $3,372-90.7% | $2,596-88.0% |
| Participant deferral / active EE | $509 | $3,077-83.5% | $4,625-89.0% | $4,027-87.4% |
| Admin fee / account holder | $252 | $4,903-94.9% | $7,339-96.6% | $5,403-95.3% |