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 | $34,830 | $157,256-77.9% | $141,162-75.3% | $152,861-77.2% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $408 | $5,261-92.3% | $4,735-91.4% | $4,762-91.4% |
| Participant deferral / active EE | $4,677 | $7,109-34.2% | $6,709-30.3% | $5,850-20.1% |
| Admin fee / account holder | $18 | $12,120-99.9% | $10,261-99.8% | $11,596-99.8% |