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 | $17,919 | $127,264-85.9% | $109,895-83.7% | $167,490-89.3% |
| Participation rate | 10.0% | 77.9%-67.9pp | 74.2%-64.2pp | 82.1%-72.1pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $150 | $3,322-95.5% | $2,842-94.7% | $4,837-96.9% |
| Participant deferral / active EE | $1,595 | $4,514-64.7% | $4,048-60.6% | $6,341-74.9% |
| Admin fee / account holder | $3 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |