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 5-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 | $25,295 | $73,867-65.8% | $143,757-82.4% | $68,494-63.1% |
| Participation rate | 12.9% | 66.7%-53.8pp | 80.3%-67.4pp | 67.9%-55.0pp |
| Annual return | -4.97% | 1.01%-6.0pp | -0.04%-4.9pp | -7.84%+2.9pp |
| Employer contribution / active EE | $60 | $3,184-98.1% | $4,951-98.8% | $2,596-97.7% |
| Participant deferral / active EE | $68 | $3,384-98.0% | $5,637-98.8% | $4,027-98.3% |
| Admin fee / account holder | $65 | $5,755-98.9% | $14,673-99.6% | $5,403-98.8% |