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 | $26,083 | $50,958-48.8% | $74,550-65.0% | $64,186-59.4% |
| Participation rate | 47.1% | 61.1%-14.0pp | 69.1%-22.1pp | 69.6%-22.5pp |
| Annual return | -0.43% | -1.86%+1.4pp | 32.53%-33.0pp | 7.63%-8.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $26 | $2,301-98.9% | $3,108-99.2% | $3,470-99.3% |
| Admin fee / account holder | $222 | $4,223-94.7% | $5,060-95.6% | $4,888-95.5% |