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 10-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 | $22,475 | $50,958-55.9% | $74,550-69.9% | $64,186-65.0% |
| Participation rate | 22.9% | 61.1%-38.2pp | 69.1%-46.3pp | 69.6%-46.7pp |
| Annual return | -7.52% | -1.86%-5.7pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $669 | $2,301-71.0% | $3,108-78.5% | $3,470-80.7% |
| Admin fee / account holder | $68 | $4,223-98.4% | $5,060-98.7% | $4,888-98.6% |