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 5-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 | $6,870 | $117,690-94.2% | $71,735-90.4% | $134,475-94.9% |
| Participation rate | 60.0% | 68.8%-8.8pp | 62.3%-2.3pp | 81.2%-21.2pp |
| Annual return | 0.00% | 25.44%-25.4pp | 9.14%-9.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,167 | $3,759+10.8% | $2,658+56.8% | $6,400-34.9% |
| Admin fee / account holder | $24 | $6,379-99.6% | $3,974-99.4% | $11,426-99.8% |