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 | $42,497 | $62,586-32.1% | $76,768-44.6% | $64,186-33.8% |
| Participation rate | 39.6% | 72.8%-33.2pp | 77.0%-37.3pp | 69.6%-29.9pp |
| Annual return | -7.09% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $296 | $1,832-83.8% | $2,485-88.1% | $2,381-87.6% |
| Participant deferral / active EE | $922 | $3,145-70.7% | $3,852-76.1% | $3,470-73.4% |
| Admin fee / account holder | $218 | $4,667-95.3% | $6,675-96.7% | $4,888-95.5% |