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 | $9,249 | $92,703-90.0% | $82,719-88.8% | $134,475-93.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | 0.89% | 944.92%-944.0pp | 701.18%-700.3pp | 417.96%-417.1pp |
| Employer contribution / active EE | $256 | $3,274-92.2% | $3,009-91.5% | $4,740-94.6% |
| Participant deferral / active EE | $633 | $4,802-86.8% | $4,395-85.6% | $6,400-90.1% |
| Admin fee / account holder | $44 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |