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 6-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 | $8,510 | $67,331-87.4% | $60,874-86.0% | $134,475-93.7% |
| Participation rate | 28.6% | 76.2%-47.6pp | 73.1%-44.5pp | 81.2%-52.7pp |
| Annual return | -17.00% | 49.93%-66.9pp | 16.90%-33.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $341 | $3,096-89.0% | $2,701-87.4% | $4,740-92.8% |
| Participant deferral / active EE | $581 | $4,538-87.2% | $3,817-84.8% | $6,400-90.9% |
| Admin fee / account holder | $57 | $4,582-98.8% | $3,224-98.2% | $11,426-99.5% |