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 6-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 | $24,457 | $53,911-54.6% | $130,648-81.3% | $77,787-68.6% |
| Participation rate | 5.7% | 60.2%-54.5pp | 71.7%-66.1pp | 73.2%-67.5pp |
| Annual return | 0.00% | 21.93%-21.9pp | 1708.96%-1709.0pp | 32.57%-32.6pp |
| Employer contribution / active EE | $25 | $1,826-98.6% | $4,092-99.4% | $2,504-99.0% |
| Participant deferral / active EE | $108 | $2,288-95.3% | $3,603-97.0% | $3,967-97.3% |
| Admin fee / account holder | $14 | $129-89.2% | $5,464-99.7% | $100-86.1% |