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 5-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 | $71,530 | $101,317-29.4% | $146,958-51.3% | $74,495-4.0% |
| Participation rate | 10.4% | 75.5%-65.1pp | 82.2%-71.8pp | 67.2%-56.8pp |
| Annual return | 0.00% | 8730.91%-8730.9pp | 418.34%-418.3pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $647 | $3,810-83.0% | $4,933-86.9% | $2,623-75.3% |
| Participant deferral / active EE | $1,026 | $7,303-86.0% | $8,070-87.3% | $4,346-76.4% |
| Admin fee / account holder | $208 | $1,739-88.1% | $12,998-98.4% | $1,942-89.3% |