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 | $16,222 | $48,300-66.4% | $40,145,923-100.0% | $62,891-74.2% |
| Participation rate | 36.2% | 62.0%-25.9pp | 68.4%-32.2pp | 69.3%-33.1pp |
| Annual return | 0.00% | 6.95%-7.0pp | 5.24%-5.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $145 | $1,333-89.1% | $1,844-92.1% | $2,281-93.6% |
| Participant deferral / active EE | $253 | $2,388-89.4% | $2,591-90.2% | $3,203-92.1% |
| Admin fee / account holder | $132 | $2,919-95.5% | $2,903-95.5% | $4,296-96.9% |