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 6-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 | $16,234 | $53,127-69.4% | $86,590-81.3% | $70,131-76.9% |
| Participation rate | 2.9% | 65.3%-62.4pp | 73.5%-70.6pp | 69.5%-66.6pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $25 | $2,068-98.8% | $2,839-99.1% | $2,342-98.9% |
| Participant deferral / active EE | $452 | $2,696-83.2% | $3,609-87.5% | $3,332-86.4% |
| Admin fee / account holder | $9 | $3,585-99.7% | $4,906-99.8% | $4,645-99.8% |