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 | $7,335 | $35,183-79.2% | $73,545-90.0% | $70,131-89.5% |
| Participation rate | 25.5% | 42.9%-17.5pp | 54.9%-29.5pp | 69.5%-44.1pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $17 | $709-97.6% | $1,219-98.6% | $2,342-99.3% |
| Participant deferral / active EE | $173 | $1,220-85.8% | $1,806-90.4% | $3,332-94.8% |
| Admin fee / account holder | $16 | $2,302-99.3% | $2,320-99.3% | $4,645-99.7% |