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 | $20,250 | $96,305-79.0% | $80,569-74.9% | $139,434-85.5% |
| Participation rate | 22.2% | 73.6%-51.4pp | 67.0%-44.8pp | 80.3%-58.1pp |
| Annual return | 20.24% | 1350.08%-1329.8pp | 935.43%-915.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $39 | $3,262-98.8% | $2,723-98.6% | $4,751-99.2% |
| Participant deferral / active EE | $1,906 | $5,232-63.6% | $4,447-57.2% | $6,710-71.6% |
| Admin fee / account holder | $82 | $6,599-98.8% | $5,377-98.5% | $11,403-99.3% |