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 | $19,084 | $58,926-67.6% | $97,226-80.4% | $74,495-74.4% |
| Participation rate | 46.6% | 63.5%-16.9pp | 72.7%-26.1pp | 67.2%-20.6pp |
| Annual return | 12.81% | 16.04%-3.2pp | 75.13%-62.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $97 | $1,894-94.9% | $2,729-96.4% | $2,623-96.3% |
| Participant deferral / active EE | $1,540 | $3,664-58.0% | $4,264-63.9% | $4,346-64.6% |
| Admin fee / account holder | $182 | $1,974-90.8% | $5,654-96.8% | $1,942-90.6% |