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 5-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 | $3,392 | $30,400-88.8% | $53,898-93.7% | $84,808-96.0% |
| Participation rate | 37.9% | 46.4%-8.6pp | 55.0%-17.1pp | 68.3%-30.4pp |
| Annual return | 25.35% | 500.19%-474.8pp | 528.60%-503.3pp | 40.90%-15.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $606 | $1,199-49.5% | $1,826-66.8% | $4,212-85.6% |
| Admin fee / account holder | $37 | $1,993-98.2% | $2,491-98.5% | $7,344-99.5% |