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 | $2,877 | $25,979-88.9% | $71,735-96.0% | $68,494-95.8% |
| Participation rate | 11.8% | 54.5%-42.7pp | 62.3%-50.6pp | 67.9%-56.1pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $343 | $1,522-77.5% | $2,658-87.1% | $4,027-91.5% |
| Admin fee / account holder | $34 | $2,022-98.3% | $3,974-99.2% | $5,403-99.4% |