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 4-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,802 | $133,958-89.7% | $112,228-87.7% | $134,475-89.7% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $257 | $4,038-93.6% | $3,635-92.9% | $4,740-94.6% |
| Participant deferral / active EE | $7,071 | $5,291+33.6% | $4,728+49.6% | $6,400+10.5% |
| Admin fee / account holder | $26 | $7,489-99.7% | $6,410-99.6% | $11,426-99.8% |