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 | $29,939 | $30,400-1.5% | $53,898-44.5% | $84,808-64.7% |
| Participation rate | 4.1% | 46.4%-42.4pp | 55.0%-50.9pp | 68.3%-64.2pp |
| Annual return | 399.69% | 500.19%-100.5pp | 528.60%-128.9pp | 40.90%+358.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $278 | $1,199-76.8% | $1,826-84.8% | $4,212-93.4% |
| Admin fee / account holder | $45 | $1,993-97.7% | $2,491-98.2% | $7,344-99.4% |