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 9-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 | $50,162 | $76,552-34.5% | $123,892-59.5% | $62,891-20.2% |
| Participation rate | 63.4% | 73.0%-9.6pp | 81.4%-18.0pp | 69.3%-5.9pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $427 | $2,883-85.2% | $4,617-90.7% | $2,281-81.3% |
| Participant deferral / active EE | $1,181 | $4,840-75.6% | $5,984-80.3% | $3,203-63.1% |
| Admin fee / account holder | $66 | $4,826-98.6% | $8,357-99.2% | $4,296-98.5% |