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 | $5,447 | $29,319-81.4% | $52,425-89.6% | $82,448-93.4% |
| Participation rate | 3.8% | 46.9%-43.0pp | 55.6%-51.8pp | 68.1%-64.2pp |
| Annual return | 47.17% | 535.20%-488.0pp | 302.12%-255.0pp | 41.64%+5.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $263 | $1,171-77.6% | $1,790-85.3% | $4,139-93.7% |
| Admin fee / account holder | $123 | $1,962-93.7% | $2,495-95.1% | $7,234-98.3% |