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 7-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 | $31,431 | $54,762-42.6% | $90,281-65.2% | $72,985-56.9% |
| Participation rate | 12.3% | 65.1%-52.8pp | 73.3%-61.0pp | 69.5%-57.2pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $160 | $2,092-92.4% | $2,854-94.4% | $2,440-93.5% |
| Participant deferral / active EE | $260 | $2,887-91.0% | $3,885-93.3% | $3,607-92.8% |
| Admin fee / account holder | $111 | $3,972-97.2% | $5,351-97.9% | $5,124-97.8% |