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 | $56,450 | $82,664-31.7% | $125,339-55.0% | $68,494-17.6% |
| Participation rate | 29.6% | 75.0%-45.5pp | 82.4%-52.8pp | 67.9%-38.3pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $38 | $3,381-98.9% | $4,814-99.2% | $2,596-98.5% |
| Participant deferral / active EE | $165 | $6,110-97.3% | $7,446-97.8% | $4,027-95.9% |
| Admin fee / account holder | $25 | $6,275-99.6% | $10,010-99.8% | $5,403-99.5% |