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 | $15,549 | $49,922-68.9% | $80,569-80.7% | $75,163-79.3% |
| Participation rate | 24.0% | 55.3%-31.3pp | 67.0%-43.0pp | 67.2%-43.2pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,061 | $2,990-64.5% | $4,447-76.1% | $4,125-74.3% |
| Admin fee / account holder | $1 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |