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 | $13,602 | $57,281-76.3% | $86,612-84.3% | $75,163-81.9% |
| Participation rate | 17.2% | 63.2%-46.0pp | 71.7%-54.5pp | 67.2%-50.0pp |
| Annual return | 86.28% | 2670.75%-2584.5pp | 591.07%-504.8pp | 160.62%-74.3pp |
| Employer contribution / active EE | $247 | $2,314-89.3% | $3,022-91.8% | $2,670-90.8% |
| Participant deferral / active EE | $1,010 | $3,318-69.6% | $4,438-77.2% | $4,125-75.5% |
| Admin fee / account holder | $0 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |