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 | $48,524 | $50,958-4.8% | $74,550-34.9% | $64,186-24.4% |
| Participation rate | 57.7% | 61.1%-3.4pp | 69.1%-11.5pp | 69.6%-11.9pp |
| Annual return | 9.30% | -1.86%+11.2pp | 32.53%-23.2pp | 7.63%+1.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $650 | $2,301-71.7% | $3,108-79.1% | $3,470-81.3% |
| Admin fee / account holder | $100 | $4,223-97.6% | $5,060-98.0% | $4,888-98.0% |