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 | $11,778 | $73,867-84.1% | $143,757-91.8% | $68,494-82.8% |
| Participation rate | 18.8% | 66.7%-47.9pp | 80.3%-61.6pp | 67.9%-49.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $104 | $3,184-96.7% | $4,951-97.9% | $2,596-96.0% |
| Participant deferral / active EE | $221 | $3,384-93.5% | $5,637-96.1% | $4,027-94.5% |
| Admin fee / account holder | $66 | $5,755-98.9% | $14,673-99.6% | $5,403-98.8% |