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 10-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 | $52,662 | $56,317-6.5% | $71,209-26.0% | $74,304-29.1% |
| Participation rate | 12.0% | 55.1%-43.2pp | 73.8%-61.8pp | 60.3%-48.4pp |
| Annual return | 0.00% | 42.83%-42.8pp | 282.51%-282.5pp | 29.43%-29.4pp |
| Employer contribution / active EE | $127 | $2,160-94.1% | $2,721-95.3% | $2,241-94.3% |
| Participant deferral / active EE | $144 | $2,788-94.8% | $4,175-96.6% | $3,767-96.2% |
| Admin fee / account holder | $174 | $2,290-92.4% | $5,349-96.7% | $2,969-94.1% |