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 | $25,244 | $62,586-59.7% | $76,768-67.1% | $64,186-60.7% |
| Participation rate | 39.3% | 72.8%-33.5pp | 77.0%-37.7pp | 69.6%-30.3pp |
| Annual return | 0.67% | -1.95%+2.6pp | 2.43%-1.8pp | 7.63%-7.0pp |
| Employer contribution / active EE | $127 | $1,832-93.1% | $2,485-94.9% | $2,381-94.7% |
| Participant deferral / active EE | $636 | $3,145-79.8% | $3,852-83.5% | $3,470-81.7% |
| Admin fee / account holder | $70 | $4,667-98.5% | $6,675-99.0% | $4,888-98.6% |