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 | $33,512 | $56,484-40.7% | $169,463-80.2% | $64,186-47.8% |
| Participation rate | 11.8% | 64.5%-52.8pp | 77.8%-66.0pp | 69.6%-57.8pp |
| Annual return | -3.12% | -1.55%-1.6pp | 1.83%-4.9pp | 7.63%-10.7pp |
| Employer contribution / active EE | $29 | $1,832-98.4% | $4,159-99.3% | $2,381-98.8% |
| Participant deferral / active EE | $300 | $3,448-91.3% | $5,277-94.3% | $3,470-91.4% |
| Admin fee / account holder | $83 | $4,174-98.0% | $9,109-99.1% | $4,888-98.3% |