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 | $2,648 | $30,400-91.3% | $53,898-95.1% | $84,808-96.9% |
| Participation rate | 49.2% | 46.4%+2.7pp | 55.0%-5.8pp | 68.3%-19.2pp |
| Annual return | 34.78% | 500.19%-465.4pp | 528.60%-493.8pp | 40.90%-6.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $621 | $1,199-48.2% | $1,826-66.0% | $4,212-85.2% |
| Admin fee / account holder | $160 | $1,993-92.0% | $2,491-93.6% | $7,344-97.8% |