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 | $11,794 | $41,078-71.3% | $80,569-85.4% | $71,457-83.5% |
| Participation rate | 35.9% | 50.2%-14.3pp | 67.0%-31.1pp | 67.9%-32.0pp |
| Annual return | 0.00% | 38.45%-38.5pp | 935.43%-935.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $215 | $1,506-85.7% | $2,723-92.1% | $2,588-91.7% |
| Participant deferral / active EE | $450 | $2,699-83.3% | $4,447-89.9% | $4,289-89.5% |
| Admin fee / account holder | $5 | $1,840-99.7% | $5,377-99.9% | $1,587-99.7% |