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 | $26,885 | $93,571-71.3% | $135,903-80.2% | $75,163-64.2% |
| Participation rate | 56.3% | 75.2%-18.8pp | 81.9%-25.6pp | 67.2%-10.9pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $537 | $3,537-84.8% | $4,856-88.9% | $2,670-79.9% |
| Participant deferral / active EE | $1,335 | $6,404-79.2% | $7,758-82.8% | $4,125-67.6% |
| Admin fee / account holder | $15 | $6,975-99.8% | $10,762-99.9% | $5,651-99.7% |