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 7-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 | $22,410 | $77,813-71.2% | $123,544-81.9% | $64,186-65.1% |
| Participation rate | 47.5% | 74.7%-27.2pp | 82.3%-34.8pp | 69.6%-22.1pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $163 | $3,014-94.6% | $4,628-96.5% | $2,381-93.1% |
| Participant deferral / active EE | $864 | $5,240-83.5% | $6,426-86.6% | $3,470-75.1% |
| Admin fee / account holder | $78 | $5,519-98.6% | $9,284-99.2% | $4,888-98.4% |