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 | $17,528 | $88,594-80.2% | $70,092-75.0% | $134,475-87.0% |
| Participation rate | 30.0% | 74.9%-44.9pp | 70.5%-40.5pp | 81.2%-51.2pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.73%-190.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $312 | $3,233-90.3% | $2,559-87.8% | $4,740-93.4% |
| Participant deferral / active EE | $4,801 | $4,772+0.6% | $3,849+24.7% | $6,400-25.0% |
| Admin fee / account holder | $32 | $10,441-99.7% | $6,267-99.5% | $11,426-99.7% |