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 | $24,135 | $50,958-52.6% | $74,550-67.6% | $64,186-62.4% |
| Participation rate | 12.8% | 61.1%-48.2pp | 69.1%-56.3pp | 69.6%-56.7pp |
| Annual return | 1.80% | -1.86%+3.7pp | 32.53%-30.7pp | 7.63%-5.8pp |
| Employer contribution / active EE | $32 | $1,115-97.1% | $1,961-98.4% | $2,381-98.7% |
| Participant deferral / active EE | $363 | $2,301-84.2% | $3,108-88.3% | $3,470-89.5% |
| Admin fee / account holder | $15 | $4,223-99.6% | $5,060-99.7% | $4,888-99.7% |