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 | $7,287 | $31,310-76.7% | $53,898-86.5% | $74,304-90.2% |
| Participation rate | 6.1% | 30.7%-24.5pp | 55.0%-48.8pp | 60.3%-54.2pp |
| Annual return | 30.10% | 23.16%+6.9pp | 528.60%-498.5pp | 29.43%+0.7pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $255 | $934-72.7% | $1,826-86.0% | $3,767-93.2% |
| Admin fee / account holder | $224 | $2,175-89.7% | $2,491-91.0% | $2,969-92.4% |