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 7-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 | $49,860 | $57,354-13.1% | $83,848-40.5% | $64,186-22.3% |
| Participation rate | 22.2% | 68.6%-46.4pp | 76.1%-53.9pp | 69.6%-47.3pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $259 | $2,545-89.8% | $3,631-92.9% | $2,381-89.1% |
| Participant deferral / active EE | $641 | $2,993-78.6% | $4,082-84.3% | $3,470-81.5% |
| Admin fee / account holder | $153 | $4,046-96.2% | $5,478-97.2% | $4,888-96.9% |