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 | $9,817 | $57,281-82.9% | $86,612-88.7% | $75,163-86.9% |
| Participation rate | 14.7% | 63.2%-48.5pp | 71.7%-57.0pp | 67.2%-52.5pp |
| Annual return | 121.39% | 2670.75%-2549.4pp | 591.07%-469.7pp | 160.62%-39.2pp |
| Employer contribution / active EE | $23 | $2,314-99.0% | $3,022-99.2% | $2,670-99.1% |
| Participant deferral / active EE | $1,016 | $3,318-69.4% | $4,438-77.1% | $4,125-75.4% |
| Admin fee / account holder | $8 | $4,112-99.8% | $5,614-99.9% | $5,651-99.9% |