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 5-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 | $29,132 | $70,428-58.6% | $96,562-69.8% | $85,850-66.1% |
| Participation rate | 42.3% | 61.8%-19.5pp | 69.8%-27.5pp | 69.3%-27.0pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $246 | $1,413-82.6% | $2,356-89.6% | $2,565-90.4% |
| Participant deferral / active EE | $2,357 | $2,894-18.5% | $3,849-38.8% | $3,952-40.4% |
| Admin fee / account holder | $47 | $4,997-99.1% | $6,181-99.2% | $6,260-99.3% |