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 9-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 | $22,276 | $54,726-59.3% | $68,793-67.6% | $64,186-65.3% |
| Participation rate | 23.2% | 68.0%-44.8pp | 72.2%-49.0pp | 69.6%-46.4pp |
| Annual return | -5.71% | -1.62%-4.1pp | -4.63%-1.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $503 | $2,626-80.9% | $3,311-84.8% | $3,470-85.5% |
| Admin fee / account holder | $169 | $4,027-95.8% | $5,131-96.7% | $4,888-96.5% |