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 | $4,017 | $27,915-85.6% | $58,482-93.1% | $75,163-94.7% |
| Participation rate | 10.3% | 38.8%-28.6pp | 50.9%-40.6pp | 67.2%-56.9pp |
| Annual return | 230.50% | 44.20%+186.3pp | 4239.32%-4008.8pp | 160.62%+69.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $369 | $1,201-69.3% | $1,924-80.8% | $4,125-91.1% |
| Admin fee / account holder | $8 | $1,726-99.5% | $2,516-99.7% | $5,651-99.9% |