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 7-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 | $26,667 | $157,256-83.0% | $141,162-81.1% | $152,861-82.6% |
| Participation rate | 14.3% | 84.8%-70.5pp | 82.5%-68.2pp | 82.4%-68.2pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $235 | $5,261-95.5% | $4,735-95.0% | $4,762-95.1% |
| Participant deferral / active EE | $3,571 | $7,109-49.8% | $6,709-46.8% | $5,850-39.0% |
| Admin fee / account holder | $41 | $12,120-99.7% | $10,261-99.6% | $11,596-99.6% |