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 | $7,994 | $37,426-78.6% | $77,482-89.7% | $79,858-90.0% |
| Participation rate | 23.1% | 41.5%-18.4pp | 54.2%-31.1pp | 69.6%-46.6pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $83 | $637-86.9% | $986-91.6% | $2,471-96.6% |
| Participant deferral / active EE | $720 | $1,260-42.8% | $1,861-61.3% | $3,740-80.7% |
| Admin fee / account holder | $1 | $2,504-99.9% | $2,858-100.0% | $5,306-100.0% |