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 | $26,913 | $96,305-72.1% | $80,569-66.6% | $139,434-80.7% |
| Participation rate | 35.7% | 73.6%-37.9pp | 67.0%-31.3pp | 80.3%-44.6pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $193 | $3,262-94.1% | $2,723-92.9% | $4,751-95.9% |
| Participant deferral / active EE | $841 | $5,232-83.9% | $4,447-81.1% | $6,710-87.5% |
| Admin fee / account holder | $133 | $6,599-98.0% | $5,377-97.5% | $11,403-98.8% |