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 | $48,650 | $62,586-22.3% | $76,768-36.6% | $64,186-24.2% |
| Participation rate | 17.9% | 72.8%-55.0pp | 77.0%-59.1pp | 69.6%-51.7pp |
| Annual return | -4.77% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $74 | $1,832-96.0% | $2,485-97.0% | $2,381-96.9% |
| Participant deferral / active EE | $403 | $3,145-87.2% | $3,852-89.5% | $3,470-88.4% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |