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 | $24,162 | $53,596-54.9% | $90,645-73.3% | $64,186-62.4% |
| Participation rate | 38.5% | 64.5%-26.1pp | 74.0%-35.6pp | 69.6%-31.1pp |
| Annual return | -4.35% | 4.41%-8.8pp | 1.88%-6.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $160 | $2,459-93.5% | $3,425-95.3% | $3,470-95.4% |
| Admin fee / account holder | $247 | $3,868-93.6% | $4,994-95.0% | $4,888-94.9% |