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 4-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 | $35,443 | $42,894-17.4% | $60,874-41.8% | $68,494-48.3% |
| Participation rate | 34.2% | 66.8%-32.6pp | 73.1%-38.9pp | 67.9%-33.7pp |
| Annual return | -9.65% | -13.98%+4.3pp | 16.90%-26.5pp | -7.84%-1.8pp |
| Employer contribution / active EE | $344 | $1,978-82.6% | $2,701-87.3% | $2,596-86.8% |
| Participant deferral / active EE | $637 | $2,867-77.8% | $3,817-83.3% | $4,027-84.2% |
| Admin fee / account holder | $62 | $3,101-98.0% | $3,224-98.1% | $5,403-98.9% |