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 8-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 | $18,083 | $95,193-81.0% | $76,523-76.4% | $135,375-86.6% |
| Participation rate | 9.1% | 74.4%-65.3pp | 68.0%-58.9pp | 82.6%-73.5pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $107 | $3,302-96.8% | $2,647-96.0% | $4,779-97.8% |
| Participant deferral / active EE | $1,539 | $4,639-66.8% | $3,835-59.9% | $5,609-72.6% |
| Admin fee / account holder | $166 | $6,249-97.3% | $4,848-96.6% | $10,827-98.5% |