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 10-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 | $5,455 | $29,660-81.6% | $56,411-90.3% | $80,856-93.3% |
| Participation rate | 36.1% | 41.6%-5.5pp | 52.5%-16.4pp | 67.6%-31.5pp |
| Annual return | 11.42% | 35.23%-23.8pp | 1701.33%-1689.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $67 | $669-90.0% | $1,039-93.6% | $2,755-97.6% |
| Participant deferral / active EE | $457 | $1,226-62.7% | $1,952-76.6% | $4,296-89.4% |
| Admin fee / account holder | $4 | $2,428-99.8% | $2,829-99.8% | $6,918-99.9% |