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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,140 | $102,966-87.2% | $90,281-85.4% | $152,861-91.4% |
| Participation rate | 46.7% | 75.9%-29.2pp | 73.3%-26.6pp | 82.4%-35.8pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,768 | $4,281+34.7% | $3,885+48.4% | $5,850-1.4% |
| Admin fee / account holder | $48 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |