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 | $50,491 | $50,958-0.9% | $74,550-32.3% | $64,186-21.3% |
| Participation rate | 29.1% | 61.1%-32.0pp | 69.1%-40.1pp | 69.6%-40.5pp |
| Annual return | -2.09% | -1.86%-0.2pp | 32.53%-34.6pp | 7.63%-9.7pp |
| Employer contribution / active EE | $179 | $1,115-84.0% | $1,961-90.9% | $2,381-92.5% |
| Participant deferral / active EE | $482 | $2,301-79.1% | $3,108-84.5% | $3,470-86.1% |
| Admin fee / account holder | $128 | $4,223-97.0% | $5,060-97.5% | $4,888-97.4% |