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 | $56,324 | $42,383+32.9% | $76,523-26.4% | $64,186-12.2% |
| Participation rate | 16.0% | 58.1%-42.1pp | 68.0%-52.0pp | 69.6%-53.6pp |
| Annual return | -5.62% | -16.54%+10.9pp | -0.27%-5.3pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $670 | $2,566-73.9% | $3,835-82.5% | $3,470-80.7% |
| Admin fee / account holder | $177 | $3,198-94.5% | $4,848-96.4% | $4,888-96.4% |