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 3-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 | $12,848 | $81,248-84.2% | $155,509-91.7% | $80,856-84.1% |
| Participation rate | 41.9% | 66.2%-24.3pp | 78.2%-36.3pp | 67.6%-25.7pp |
| Annual return | 200.92% | 33.31%+167.6pp | 64.67%+136.3pp | 35.59%+165.3pp |
| Employer contribution / active EE | $259 | $3,100-91.6% | $4,672-94.4% | $2,755-90.6% |
| Participant deferral / active EE | $1,555 | $3,452-54.9% | $5,626-72.4% | $4,296-63.8% |
| Admin fee / account holder | $41 | $7,997-99.5% | $15,912-99.7% | $6,918-99.4% |