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 | $7,826 | $92,703-91.6% | $82,719-90.5% | $134,475-94.2% |
| Participation rate | 35.0% | 75.2%-40.2pp | 72.6%-37.6pp | 81.2%-46.2pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $142 | $3,274-95.7% | $3,009-95.3% | $4,740-97.0% |
| Participant deferral / active EE | $1,288 | $4,802-73.2% | $4,395-70.7% | $6,400-79.9% |
| Admin fee / account holder | $3 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |