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 | $11,873 | $29,660-60.0% | $56,411-79.0% | $80,856-85.3% |
| Participation rate | 4.3% | 41.6%-37.3pp | 52.5%-48.1pp | 67.6%-63.3pp |
| Annual return | 18.89% | 35.23%-16.3pp | 1701.33%-1682.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $14 | $669-98.0% | $1,039-98.7% | $2,755-99.5% |
| Participant deferral / active EE | $308 | $1,226-74.9% | $1,952-84.2% | $4,296-92.8% |
| Admin fee / account holder | $117 | $2,428-95.2% | $2,829-95.9% | $6,918-98.3% |