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 9-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 | $105,755 | $47,848+121.0% | $81,478+29.8% | $70,131+50.8% |
| Participation rate | 9.1% | 58.3%-49.2pp | 68.0%-58.9pp | 69.5%-60.5pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $17 | $1,527-98.9% | $2,568-99.3% | $2,342-99.3% |
| Participant deferral / active EE | $34 | $2,453-98.6% | $3,537-99.0% | $3,332-99.0% |
| Admin fee / account holder | $35 | $3,145-98.9% | $4,561-99.2% | $4,645-99.3% |