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 | $18,939 | $88,751-78.7% | $81,812-76.9% | $145,922-87.0% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.3%-36.6pp | 80.3%-44.6pp |
| Annual return | 14.71% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $188 | $3,083-93.9% | $2,912-93.6% | $4,660-96.0% |
| Participant deferral / active EE | $1,997 | $4,643-57.0% | $4,319-53.8% | $6,688-70.1% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |