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 | $10,476 | $76,738-86.3% | $56,411-81.4% | $145,922-92.8% |
| Participation rate | 26.7% | 63.2%-36.5pp | 52.5%-25.8pp | 80.3%-53.6pp |
| Annual return | 13.38% | 2994.23%-2980.8pp | 1701.33%-1687.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $771 | $2,623-70.6% | $1,952-60.5% | $6,688-88.5% |
| Admin fee / account holder | $56 | $3,334-98.3% | $2,829-98.0% | $13,397-99.6% |