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 | $20,412 | $49,280-58.6% | $67,313-69.7% | $64,186-68.2% |
| Participation rate | 35.3% | 60.8%-25.5pp | 69.1%-33.8pp | 69.6%-34.3pp |
| Annual return | 4.39% | -1.39%+5.8pp | -4.08%+8.5pp | 7.63%-3.2pp |
| Employer contribution / active EE | $43 | $1,668-97.4% | $2,566-98.3% | $2,381-98.2% |
| Participant deferral / active EE | $432 | $2,484-82.6% | $3,568-87.9% | $3,470-87.5% |
| Admin fee / account holder | $84 | $3,863-97.8% | $4,507-98.1% | $4,888-98.3% |