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 | $29,989 | $65,703-54.4% | $94,224-68.2% | $59,632-49.7% |
| Participation rate | 50.0% | 72.1%-22.1pp | 78.8%-28.8pp | 68.7%-18.7pp |
| Annual return | -0.02% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $311 | $2,021-84.6% | $3,587-91.3% | $2,203-85.9% |
| Participant deferral / active EE | $692 | $3,143-78.0% | $4,320-84.0% | $3,192-78.3% |
| Admin fee / account holder | $71 | $4,264-98.3% | $6,269-98.9% | $4,297-98.3% |