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 | $13,452 | $114,381-88.2% | $107,525-87.5% | $142,382-90.6% |
| Participation rate | 28.6% | 78.1%-49.6pp | 75.1%-46.5pp | 80.1%-51.5pp |
| Annual return | 25.48% | 242.71%-217.2pp | 181.32%-155.8pp | 217.08%-191.6pp |
| Employer contribution / active EE | $9 | $4,015-99.8% | $3,754-99.8% | $4,299-99.8% |
| Participant deferral / active EE | $1,557 | $5,564-72.0% | $5,116-69.6% | $6,507-76.1% |
| Admin fee / account holder | $57 | $9,860-99.4% | $8,919-99.4% | $12,624-99.6% |