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 | $21,495 | $115,770-81.4% | $101,248-78.8% | $158,922-86.5% |
| Participation rate | 28.6% | 79.4%-50.8pp | 75.8%-47.2pp | 82.0%-53.4pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $290 | $4,175-93.1% | $3,660-92.1% | $4,761-93.9% |
| Participant deferral / active EE | $5,528 | $4,957+11.5% | $4,370+26.5% | $5,982-7.6% |
| Admin fee / account holder | $28 | $7,245-99.6% | $5,945-99.5% | $11,246-99.8% |