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 | $15,662 | $96,305-83.7% | $80,569-80.6% | $139,434-88.8% |
| Participation rate | 28.6% | 73.6%-45.1pp | 67.0%-38.4pp | 80.3%-51.7pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $258 | $3,262-92.1% | $2,723-90.5% | $4,751-94.6% |
| Participant deferral / active EE | $3,830 | $5,232-26.8% | $4,447-13.9% | $6,710-42.9% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |