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 | $27,067 | $85,766-68.4% | $136,294-80.1% | $70,131-61.4% |
| Participation rate | 23.6% | 74.2%-50.5pp | 81.9%-58.3pp | 69.5%-45.9pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $19 | $2,966-99.3% | $4,695-99.6% | $2,342-99.2% |
| Participant deferral / active EE | $326 | $5,051-93.5% | $6,247-94.8% | $3,332-90.2% |
| Admin fee / account holder | $117 | $5,420-97.8% | $9,243-98.7% | $4,645-97.5% |