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 3-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 | $14,212 | $73,867-80.8% | $143,757-90.1% | $68,494-79.3% |
| Participation rate | 22.7% | 66.7%-43.9pp | 80.3%-57.6pp | 67.9%-45.2pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $363 | $3,184-88.6% | $4,951-92.7% | $2,596-86.0% |
| Participant deferral / active EE | $724 | $3,384-78.6% | $5,637-87.1% | $4,027-82.0% |
| Admin fee / account holder | $159 | $5,755-97.2% | $14,673-98.9% | $5,403-97.1% |