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 | $46,895 | $73,867-36.5% | $143,757-67.4% | $68,494-31.5% |
| Participation rate | 17.7% | 66.7%-48.9pp | 80.3%-62.6pp | 67.9%-50.1pp |
| Annual return | -1.06% | 1.01%-2.1pp | -0.04%-1.0pp | -7.84%+6.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $799 | $3,384-76.4% | $5,637-85.8% | $4,027-80.2% |
| Admin fee / account holder | $299 | $5,755-94.8% | $14,673-98.0% | $5,403-94.5% |