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 | $49,344 | $84,487-41.6% | $125,339-60.6% | $66,914-26.3% |
| Participation rate | 14.9% | 76.4%-61.5pp | 82.4%-67.5pp | 69.8%-54.9pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $341 | $3,553-90.4% | $4,814-92.9% | $2,544-86.6% |
| Participant deferral / active EE | $890 | $6,781-86.9% | $7,446-88.0% | $4,237-79.0% |
| Admin fee / account holder | $162 | $685-76.3% | $10,010-98.4% | $593-72.7% |