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 | $19,617 | $61,272-68.0% | $149,673-86.9% | $71,457-72.5% |
| Participation rate | 15.6% | 62.5%-46.9pp | 78.8%-63.1pp | 67.9%-52.3pp |
| Annual return | 0.00% | 35.85%-35.8pp | 134.42%-134.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $300 | $2,378-87.4% | $4,818-93.8% | $2,588-88.4% |
| Participant deferral / active EE | $504 | $2,917-82.7% | $5,680-91.1% | $4,289-88.3% |
| Admin fee / account holder | $155 | $1,261-87.7% | $13,210-98.8% | $1,587-90.3% |