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 | $34,867 | $98,750-64.7% | $149,696-76.7% | $79,858-56.3% |
| Participation rate | 3.8% | 75.8%-71.9pp | 82.5%-78.6pp | 69.6%-65.8pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $214 | $3,216-93.3% | $4,644-95.4% | $2,471-91.3% |
| Participant deferral / active EE | $227 | $5,680-96.0% | $6,842-96.7% | $3,740-93.9% |
| Admin fee / account holder | $95 | $6,053-98.4% | $9,309-99.0% | $5,306-98.2% |