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 | $13,326 | $51,576-74.2% | $129,207-89.7% | $80,856-83.5% |
| Participation rate | 12.1% | 57.0%-44.9pp | 69.6%-57.5pp | 67.6%-55.6pp |
| Annual return | 13.70% | 20.81%-7.1pp | 9417.33%-9403.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $750 | $2,669-71.9% | $4,168-82.0% | $4,296-82.5% |
| Admin fee / account holder | $77 | $4,305-98.2% | $7,715-99.0% | $6,918-98.9% |