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 | $23,345 | $124,281-81.2% | $109,143-78.6% | $167,490-86.1% |
| Participation rate | 30.4% | 79.4%-49.0pp | 75.9%-45.4pp | 82.1%-51.7pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $458 | $4,207-89.1% | $3,722-87.7% | $4,837-90.5% |
| Participant deferral / active EE | $916 | $5,255-82.6% | $4,653-80.3% | $6,341-85.6% |
| Admin fee / account holder | $181 | $7,970-97.7% | $6,752-97.3% | $12,309-98.5% |