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 | $14,480 | $96,635-85.0% | $86,612-83.3% | $139,434-89.6% |
| Participation rate | 36.4% | 74.4%-38.0pp | 71.7%-35.3pp | 80.3%-44.0pp |
| Annual return | 30.23% | 106.41%-76.2pp | 591.07%-560.8pp | 372.94%-342.7pp |
| Employer contribution / active EE | $195 | $3,263-94.0% | $3,022-93.6% | $4,751-95.9% |
| Participant deferral / active EE | $2,600 | $4,836-46.2% | $4,438-41.4% | $6,710-61.3% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |