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 | $4,595 | $70,606-93.5% | $53,898-91.5% | $142,382-96.8% |
| Participation rate | 17.6% | 63.7%-46.1pp | 55.0%-37.3pp | 80.1%-62.5pp |
| Annual return | 24.84% | 619.81%-595.0pp | 528.60%-503.8pp | 217.08%-192.2pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $279 | $2,364-88.2% | $1,826-84.7% | $6,507-95.7% |
| Admin fee / account holder | $24 | $2,852-99.1% | $2,491-99.0% | $12,624-99.8% |