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 | $26,334 | $77,419-66.0% | $69,455-62.1% | $152,861-82.8% |
| Participation rate | 16.7% | 78.1%-61.4pp | 74.6%-57.9pp | 82.4%-65.8pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6 | $4,414-99.9% | $3,535-99.8% | $5,850-99.9% |
| Admin fee / account holder | $35 | $6,207-99.4% | $3,839-99.1% | $11,596-99.7% |