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 6-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 | $21,260 | $112,881-81.2% | $90,951-76.6% | $158,922-86.6% |
| Participation rate | 25.0% | 74.7%-49.7pp | 69.0%-44.0pp | 82.0%-57.0pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $324 | $2,893-88.8% | $2,122-84.7% | $4,761-93.2% |
| Participant deferral / active EE | $4,875 | $4,128+18.1% | $3,373+44.5% | $5,982-18.5% |
| Admin fee / account holder | $3 | $8,041-100.0% | $5,959-99.9% | $11,246-100.0% |