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 | $17,912 | $49,922-64.1% | $80,569-77.8% | $75,163-76.2% |
| Participation rate | 5.6% | 55.3%-49.7pp | 67.0%-61.4pp | 67.2%-61.6pp |
| Annual return | 88.70% | 34.69%+54.0pp | 935.43%-846.7pp | 160.62%-71.9pp |
| Employer contribution / active EE | $238 | $1,698-86.0% | $2,723-91.3% | $2,670-91.1% |
| Participant deferral / active EE | $749 | $2,990-74.9% | $4,447-83.2% | $4,125-81.8% |
| Admin fee / account holder | $121 | $3,577-96.6% | $5,377-97.8% | $5,651-97.9% |