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 4-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 | $56,886 | $81,900-30.5% | $119,609-52.4% | $68,494-16.9% |
| Participation rate | 37.3% | 71.9%-34.6pp | 79.3%-42.0pp | 67.9%-30.6pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.97%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $532 | $2,693-80.2% | $4,232-87.4% | $2,596-79.5% |
| Participant deferral / active EE | $1,506 | $4,148-63.7% | $5,602-73.1% | $4,027-62.6% |
| Admin fee / account holder | $3 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |