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 3-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 | $5,272 | $70,756-92.5% | $65,493-92.0% | $142,382-96.3% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.1%-40.1pp |
| Annual return | 24.50% | 1754.89%-1730.4pp | 982.45%-957.9pp | 217.08%-192.6pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,040 | $4,637-77.6% | $3,961-73.7% | $6,507-84.0% |
| Admin fee / account holder | $4 | $6,559-99.9% | $5,028-99.9% | $12,624-100.0% |