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 | $24,753 | $46,674-47.0% | $117,472-78.9% | $68,494-63.9% |
| Participation rate | 30.0% | 56.8%-26.8pp | 70.6%-40.6pp | 67.9%-37.9pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.74%-29.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $39 | $1,505-97.4% | $4,176-99.1% | $2,596-98.5% |
| Participant deferral / active EE | $157 | $2,636-94.1% | $4,070-96.2% | $4,027-96.1% |
| Admin fee / account holder | $9 | $4,020-99.8% | $5,645-99.8% | $5,403-99.8% |