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 | $55,443 | $56,484-1.8% | $169,463-67.3% | $64,186-13.6% |
| Participation rate | 4.3% | 64.5%-60.3pp | 77.8%-73.5pp | 69.6%-65.3pp |
| Annual return | -1.66% | -1.55%-0.1pp | 1.83%-3.5pp | 7.63%-9.3pp |
| Employer contribution / active EE | $72 | $1,832-96.1% | $4,159-98.3% | $2,381-97.0% |
| Participant deferral / active EE | $212 | $3,448-93.8% | $5,277-96.0% | $3,470-93.9% |
| Admin fee / account holder | $294 | $4,174-93.0% | $9,109-96.8% | $4,888-94.0% |