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 | $16,383 | $58,927-72.2% | $76,817-78.7% | $72,985-77.6% |
| Participation rate | 46.7% | 67.3%-20.7pp | 72.1%-25.4pp | 69.5%-22.8pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.11%-1166.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $8 | $1,787-99.5% | $2,302-99.6% | $2,440-99.7% |
| Participant deferral / active EE | $69 | $2,690-97.4% | $3,336-97.9% | $3,607-98.1% |
| Admin fee / account holder | $9 | $4,013-99.8% | $6,420-99.9% | $5,124-99.8% |