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 3-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 | $45,455 | $81,900-44.5% | $119,609-62.0% | $68,494-33.6% |
| Participation rate | 35.1% | 71.9%-36.8pp | 79.3%-44.2pp | 67.9%-32.8pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.97%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $33 | $2,693-98.8% | $4,232-99.2% | $2,596-98.7% |
| Participant deferral / active EE | $361 | $4,148-91.3% | $5,602-93.6% | $4,027-91.0% |
| Admin fee / account holder | $289 | $6,582-95.6% | $10,323-97.2% | $5,403-94.6% |