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 9-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 | $37,094 | $149,679-75.2% | $117,039-68.3% | $147,584-74.9% |
| Participation rate | 50.0% | 83.5%-33.5pp | 77.2%-27.2pp | 82.8%-32.8pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $131 | $4,937-97.4% | $3,785-96.6% | $4,876-97.3% |
| Participant deferral / active EE | $131 | $4,912-97.3% | $3,929-96.7% | $5,439-97.6% |
| Admin fee / account holder | $164 | $7,856-97.9% | $5,974-97.3% | $10,885-98.5% |