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 | $5,101 | $30,400-83.2% | $53,898-90.5% | $84,808-94.0% |
| Participation rate | 62.2% | 46.4%+15.8pp | 55.0%+7.3pp | 68.3%-6.1pp |
| Annual return | 22.37% | 500.19%-477.8pp | 528.60%-506.2pp | 40.90%-18.5pp |
| Employer contribution / active EE | $1 | $603-99.8% | $932-99.9% | $2,631-100.0% |
| Participant deferral / active EE | $1,454 | $1,199+21.3% | $1,826-20.4% | $4,212-65.5% |
| Admin fee / account holder | $197 | $1,993-90.1% | $2,491-92.1% | $7,344-97.3% |