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 | $30,150 | $91,538-67.1% | $129,995-76.8% | $75,163-59.9% |
| Participation rate | 37.0% | 71.4%-34.4pp | 78.5%-41.4pp | 67.2%-30.2pp |
| Annual return | 109.91% | -631.11%+741.0pp | -137.18%+247.1pp | 160.62%-50.7pp |
| Employer contribution / active EE | $723 | $2,845-74.6% | $4,320-83.3% | $2,670-72.9% |
| Participant deferral / active EE | $2,675 | $4,341-38.4% | $5,820-54.0% | $4,125-35.1% |
| Admin fee / account holder | $26 | $6,790-99.6% | $10,614-99.8% | $5,651-99.5% |