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 | $29,826 | $131,829-77.4% | $108,579-72.5% | $273,961-89.1% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 5.46% | -91.57%+97.0pp | -51.70%+57.2pp | 41.45%-36.0pp |
| Employer contribution / active EE | $784 | $4,912-84.0% | $3,758-79.1% | $4,869-83.9% |
| Participant deferral / active EE | $1,243 | $5,127-75.8% | $4,311-71.2% | $5,287-76.5% |
| Admin fee / account holder | $180 | $10,252-98.2% | $7,645-97.6% | $10,132-98.2% |