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 | $28,238 | $102,604-72.5% | $86,188-67.2% | $139,434-79.7% |
| Participation rate | 11.1% | 74.5%-63.4pp | 69.0%-57.8pp | 80.3%-69.2pp |
| Annual return | 30.12% | 1922.51%-1892.4pp | 1168.45%-1138.3pp | 372.94%-342.8pp |
| Employer contribution / active EE | $271 | $3,032-91.1% | $2,380-88.6% | $4,751-94.3% |
| Participant deferral / active EE | $1,200 | $4,676-74.3% | $3,985-69.9% | $6,710-82.1% |
| Admin fee / account holder | $154 | $8,657-98.2% | $6,852-97.8% | $11,403-98.6% |