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 10-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 | $24,941 | $30,732-18.8% | $59,496-58.1% | $59,632-58.2% |
| Participation rate | 3.1% | 43.2%-40.1pp | 54.6%-51.5pp | 68.7%-65.6pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $29 | $631-95.4% | $1,153-97.5% | $2,203-98.7% |
| Participant deferral / active EE | $738 | $1,183-37.6% | $1,829-59.6% | $3,192-76.9% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |