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 | $4,695 | $51,638-90.9% | $68,368-93.1% | $82,448-94.3% |
| Participation rate | 38.9% | 63.6%-24.7pp | 73.8%-34.9pp | 68.1%-29.2pp |
| Annual return | 25.09% | 37.53%-12.4pp | 292.57%-267.5pp | 41.64%-16.5pp |
| Employer contribution / active EE | $175 | $2,047-91.4% | $2,649-93.4% | $2,551-93.1% |
| Participant deferral / active EE | $671 | $2,914-77.0% | $4,123-83.7% | $4,139-83.8% |
| Admin fee / account holder | $38 | $4,643-99.2% | $5,150-99.3% | $7,234-99.5% |