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 | $4,824 | $27,915-82.7% | $58,482-91.8% | $75,163-93.6% |
| Participation rate | 12.9% | 38.8%-25.9pp | 50.9%-38.0pp | 67.2%-54.3pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $52 | $669-92.2% | $1,053-95.1% | $2,670-98.0% |
| Participant deferral / active EE | $526 | $1,201-56.2% | $1,924-72.6% | $4,125-87.2% |
| Admin fee / account holder | $10 | $1,726-99.4% | $2,516-99.6% | $5,651-99.8% |