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 | $42,756 | $62,586-31.7% | $76,768-44.3% | $64,186-33.4% |
| Participation rate | 63.3% | 72.8%-9.5pp | 77.0%-13.6pp | 69.6%-6.2pp |
| Annual return | -5.69% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $216 | $1,832-88.2% | $2,485-91.3% | $2,381-90.9% |
| Participant deferral / active EE | $876 | $3,145-72.2% | $3,852-77.3% | $3,470-74.8% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |