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 3-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 | $27,288 | $129,942-79.0% | $104,294-73.8% | $134,475-79.7% |
| Participation rate | 16.7% | 79.5%-62.9pp | 73.3%-56.6pp | 81.2%-64.6pp |
| Annual return | 0.00% | 42.03%-42.0pp | 24.61%-24.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $85 | $4,184-98.0% | $3,372-97.5% | $4,740-98.2% |
| Participant deferral / active EE | $4,500 | $5,588-19.5% | $4,625-2.7% | $6,400-29.7% |
| Admin fee / account holder | $59 | $9,323-99.4% | $7,339-99.2% | $11,426-99.5% |