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 | $17,056 | $45,863-62.8% | $77,024-77.9% | $68,494-75.1% |
| Participation rate | 28.9% | 55.9%-27.0pp | 67.9%-39.0pp | 67.9%-38.9pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,191 | $2,962-59.8% | $4,426-73.1% | $4,027-70.4% |
| Admin fee / account holder | $268 | $3,041-91.2% | $5,425-95.1% | $5,403-95.0% |