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 | $12,543 | $58,208-78.5% | $81,812-84.7% | $80,856-84.5% |
| Participation rate | 20.0% | 63.4%-43.4pp | 72.3%-52.3pp | 67.6%-47.6pp |
| Annual return | 18.78% | 41.66%-22.9pp | 773.79%-755.0pp | 35.59%-16.8pp |
| Employer contribution / active EE | $256 | $2,340-89.1% | $2,912-91.2% | $2,755-90.7% |
| Participant deferral / active EE | $893 | $3,281-72.8% | $4,319-79.3% | $4,296-79.2% |
| Admin fee / account holder | $127 | $4,981-97.4% | $7,386-98.3% | $6,918-98.2% |