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 | $39,593 | $73,867-46.4% | $143,757-72.5% | $68,494-42.2% |
| Participation rate | 9.4% | 66.7%-57.3pp | 80.3%-70.9pp | 67.9%-58.5pp |
| Annual return | -0.30% | 1.01%-1.3pp | -0.04%-0.3pp | -7.84%+7.5pp |
| Employer contribution / active EE | $121 | $3,184-96.2% | $4,951-97.6% | $2,596-95.3% |
| Participant deferral / active EE | $121 | $3,384-96.4% | $5,637-97.9% | $4,027-97.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |