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 7-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 | $22,125 | $54,726-59.6% | $68,793-67.8% | $64,186-65.5% |
| Participation rate | 3.7% | 68.0%-64.3pp | 72.2%-68.5pp | 69.6%-65.9pp |
| Annual return | 0.00% | -1.62%+1.6pp | -4.63%+4.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $42 | $1,846-97.7% | $2,625-98.4% | $2,381-98.2% |
| Participant deferral / active EE | $172 | $2,626-93.4% | $3,311-94.8% | $3,470-95.0% |
| Admin fee / account holder | $32 | $4,027-99.2% | $5,131-99.4% | $4,888-99.4% |