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 4-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 | $39,110 | $167,484-76.6% | $151,611-74.2% | $134,475-70.9% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,950 | $8,986+10.7% | $8,363+19.0% | $6,400+55.5% |
| Admin fee / account holder | $12 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |