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 | $11,436 | $27,915-59.0% | $58,482-80.4% | $75,163-84.8% |
| Participation rate | 4.3% | 38.8%-34.6pp | 50.9%-46.6pp | 67.2%-62.9pp |
| Annual return | 75.81% | 44.20%+31.6pp | 4239.32%-4163.5pp | 160.62%-84.8pp |
| Employer contribution / active EE | $15 | $669-97.8% | $1,053-98.6% | $2,670-99.5% |
| Participant deferral / active EE | $485 | $1,201-59.7% | $1,924-74.8% | $4,125-88.3% |
| Admin fee / account holder | $26 | $1,726-98.5% | $2,516-99.0% | $5,651-99.5% |