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 6-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 | $18,449 | $107,334-82.8% | $92,893-80.1% | $152,861-87.9% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.4%-25.3pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $444 | $4,221-89.5% | $3,653-87.8% | $4,762-90.7% |
| Participant deferral / active EE | $9,874 | $4,845+103.8% | $4,236+133.1% | $5,850+68.8% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |