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 4-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 | $15,462 | $65,061-76.2% | $143,757-89.2% | $66,914-76.9% |
| Participation rate | 8.3% | 65.2%-56.9pp | 80.3%-72.0pp | 69.8%-61.5pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $87 | $2,361-96.3% | $4,951-98.2% | $2,544-96.6% |
| Participant deferral / active EE | $204 | $2,919-93.0% | $5,637-96.4% | $4,237-95.2% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |