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 | $15,689 | $29,660-47.1% | $56,411-72.2% | $80,856-80.6% |
| Participation rate | 29.7% | 41.6%-11.9pp | 52.5%-22.7pp | 67.6%-37.9pp |
| Annual return | 11.39% | 35.23%-23.8pp | 1701.33%-1689.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $48 | $669-92.8% | $1,039-95.4% | $2,755-98.3% |
| Participant deferral / active EE | $519 | $1,226-57.7% | $1,952-73.4% | $4,296-87.9% |
| Admin fee / account holder | $129 | $2,428-94.7% | $2,829-95.4% | $6,918-98.1% |