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 3-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 | $32,797 | $27,641+18.7% | $61,373-46.6% | $68,494-52.1% |
| Participation rate | 14.3% | 39.5%-25.2pp | 52.6%-38.3pp | 67.9%-53.6pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $77 | $695-89.0% | $1,159-93.4% | $2,596-97.0% |
| Participant deferral / active EE | $166 | $1,263-86.9% | $2,125-92.2% | $4,027-95.9% |
| Admin fee / account holder | $74 | $2,010-96.3% | $2,130-96.5% | $5,403-98.6% |