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 | $48,774 | $71,480-31.8% | $90,782-46.3% | $64,186-24.0% |
| Participation rate | 13.9% | 77.6%-63.7pp | 82.7%-68.8pp | 69.6%-55.7pp |
| Annual return | -5.88% | -4.25%-1.6pp | -3.42%-2.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $229 | $3,415-93.3% | $4,105-94.4% | $2,381-90.4% |
| Participant deferral / active EE | $999 | $4,302-76.8% | $5,366-81.4% | $3,470-71.2% |
| Admin fee / account holder | $0 | $6,309-100.0% | $5,908-100.0% | $4,888-100.0% |