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 | $14,973 | $51,576-71.0% | $129,207-88.4% | $80,856-81.5% |
| Participation rate | 12.7% | 57.0%-44.3pp | 69.6%-56.9pp | 67.6%-54.9pp |
| Annual return | 133.22% | 20.81%+112.4pp | 9417.33%-9284.1pp | 35.59%+97.6pp |
| Employer contribution / active EE | $54 | $1,584-96.6% | $4,153-98.7% | $2,755-98.0% |
| Participant deferral / active EE | $983 | $2,669-63.2% | $4,168-76.4% | $4,296-77.1% |
| Admin fee / account holder | $258 | $4,305-94.0% | $7,715-96.7% | $6,918-96.3% |