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 | $804 | $25,979-96.9% | $71,735-98.9% | $68,494-98.8% |
| Participation rate | 42.9% | 54.5%-11.6pp | 62.3%-19.5pp | 67.9%-25.0pp |
| Annual return | -8.09% | -15.10%+7.0pp | 9.14%-17.2pp | -7.84%-0.2pp |
| Employer contribution / active EE | $63 | $900-93.1% | $1,704-96.3% | $2,596-97.6% |
| Participant deferral / active EE | $108 | $1,522-92.9% | $2,658-95.9% | $4,027-97.3% |
| Admin fee / account holder | $5 | $2,022-99.8% | $3,974-99.9% | $5,403-99.9% |