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 | $16,290 | $102,604-84.1% | $86,188-81.1% | $139,434-88.3% |
| Participation rate | 12.5% | 74.5%-62.0pp | 69.0%-56.5pp | 80.3%-67.8pp |
| Annual return | 39.71% | 1922.51%-1882.8pp | 1168.45%-1128.7pp | 372.94%-333.2pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,367 | $4,676-70.8% | $3,985-65.7% | $6,710-79.6% |
| Admin fee / account holder | $47 | $8,657-99.5% | $6,852-99.3% | $11,403-99.6% |