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 | $6,766 | $56,053-87.9% | $75,972-91.1% | $80,856-91.6% |
| Participation rate | 25.6% | 62.0%-36.4pp | 69.1%-43.4pp | 67.6%-42.0pp |
| Annual return | 20.18% | 20.53%-0.4pp | 359.55%-339.4pp | 35.59%-15.4pp |
| Employer contribution / active EE | $109 | $1,874-94.2% | $2,685-95.9% | $2,755-96.1% |
| Participant deferral / active EE | $1,650 | $3,052-45.9% | $4,255-61.2% | $4,296-61.6% |
| Admin fee / account holder | $41 | $5,234-99.2% | $6,467-99.4% | $6,918-99.4% |