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 | $96,639 | $82,664+16.9% | $125,339-22.9% | $68,494+41.1% |
| Participation rate | 42.2% | 75.0%-32.8pp | 82.4%-40.1pp | 67.9%-25.7pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,132 | $6,110-48.7% | $7,446-57.9% | $4,027-22.2% |
| Admin fee / account holder | $223 | $6,275-96.4% | $10,010-97.8% | $5,403-95.9% |