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 8-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 | $21,065 | $32,117-34.4% | $71,086-70.4% | $64,186-67.2% |
| Participation rate | 25.0% | 42.7%-17.7pp | 54.7%-29.7pp | 69.6%-44.6pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $40 | $712-94.3% | $1,088-96.3% | $2,381-98.3% |
| Participant deferral / active EE | $59 | $1,263-95.3% | $1,874-96.9% | $3,470-98.3% |
| Admin fee / account holder | $138 | $2,759-95.0% | $3,082-95.5% | $4,888-97.2% |