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 | $45,174 | $102,604-56.0% | $86,188-47.6% | $139,434-67.6% |
| Participation rate | 12.5% | 74.5%-62.0pp | 69.0%-56.5pp | 80.3%-67.8pp |
| Annual return | 59.52% | 1922.51%-1863.0pp | 1168.45%-1108.9pp | 372.94%-313.4pp |
| Employer contribution / active EE | $400 | $3,032-86.8% | $2,380-83.2% | $4,751-91.6% |
| Participant deferral / active EE | $3,370 | $4,676-27.9% | $3,985-15.5% | $6,710-49.8% |
| Admin fee / account holder | $14 | $8,657-99.8% | $6,852-99.8% | $11,403-99.9% |