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 5-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 | $16,848 | $52,519-67.9% | $155,790-89.2% | $59,632-71.7% |
| Participation rate | 27.5% | 61.7%-34.2pp | 76.1%-48.6pp | 68.7%-41.1pp |
| Annual return | -0.15% | 53.51%-53.7pp | 71.54%-71.7pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $48 | $1,589-97.0% | $3,836-98.8% | $2,203-97.8% |
| Participant deferral / active EE | $420 | $3,084-86.4% | $4,797-91.2% | $3,192-86.8% |
| Admin fee / account holder | $143 | $3,540-96.0% | $7,478-98.1% | $4,297-96.7% |