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 5-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 | $17,411 | $49,173-64.6% | $121,098-85.6% | $75,163-76.8% |
| Participation rate | 21.2% | 55.4%-34.2pp | 69.5%-48.3pp | 67.2%-46.0pp |
| Annual return | 38.96% | 55.99%-17.0pp | 985.75%-946.8pp | 160.62%-121.7pp |
| Employer contribution / active EE | $277 | $1,546-82.1% | $4,164-93.3% | $2,670-89.6% |
| Participant deferral / active EE | $904 | $2,628-65.6% | $4,080-77.8% | $4,125-78.1% |
| Admin fee / account holder | $101 | $3,942-97.4% | $5,644-98.2% | $5,651-98.2% |