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 | $21,762 | $72,554-70.0% | $138,135-84.2% | $73,488-70.4% |
| Participation rate | 42.1% | 74.8%-32.8pp | 78.7%-36.6pp | 70.7%-28.6pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.51%-20.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $180 | $3,511-94.9% | $5,587-96.8% | $2,270-92.1% |
| Participant deferral / active EE | $516 | $4,908-89.5% | $6,431-92.0% | $3,740-86.2% |
| Admin fee / account holder | $0 | $464-100.0% | $11,856-100.0% | $513-100.0% |