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 | $42,223 | $54,726-22.8% | $68,793-38.6% | $64,186-34.2% |
| Participation rate | 17.8% | 68.0%-50.2pp | 72.2%-54.4pp | 69.6%-51.8pp |
| Annual return | -0.99% | -1.62%+0.6pp | -4.63%+3.6pp | 7.63%-8.6pp |
| Employer contribution / active EE | $247 | $1,846-86.6% | $2,625-90.6% | $2,381-89.6% |
| Participant deferral / active EE | $968 | $2,626-63.1% | $3,311-70.8% | $3,470-72.1% |
| Admin fee / account holder | $0 | $4,027-100.0% | $5,131-100.0% | $4,888-100.0% |