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 | $42,531 | $72,404-41.3% | $110,238-61.4% | $64,186-33.7% |
| Participation rate | 42.9% | 73.3%-30.5pp | 79.8%-37.0pp | 69.6%-26.7pp |
| Annual return | -6.69% | -6.29%-0.4pp | 314.74%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,487 | $3,469-57.1% | $4,672-68.2% | $3,470-57.1% |
| Admin fee / account holder | $94 | $5,664-98.3% | $8,547-98.9% | $4,888-98.1% |