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 | $12,586 | $74,888-83.2% | $71,209-82.3% | $142,382-91.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 23.95% | 345.14%-321.2pp | 282.51%-258.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $306 | $2,854-89.3% | $2,721-88.8% | $4,299-92.9% |
| Participant deferral / active EE | $1,302 | $4,454-70.8% | $4,175-68.8% | $6,507-80.0% |
| Admin fee / account holder | $78 | $5,568-98.6% | $5,349-98.5% | $12,624-99.4% |