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 | $6,782 | $70,756-90.4% | $65,493-89.6% | $142,382-95.2% |
| Participation rate | 68.8% | 77.4%-8.6pp | 73.1%-4.3pp | 80.1%-11.4pp |
| Annual return | 21.44% | 1754.89%-1733.5pp | 982.45%-961.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,148 | $4,637-75.3% | $3,961-71.0% | $6,507-82.4% |
| Admin fee / account holder | $18 | $6,559-99.7% | $5,028-99.6% | $12,624-99.9% |