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 | $15,046 | $58,208-74.2% | $81,812-81.6% | $80,856-81.4% |
| Participation rate | 18.8% | 63.4%-44.7pp | 72.3%-53.6pp | 67.6%-48.9pp |
| Annual return | 36.00% | 41.66%-5.7pp | 773.79%-737.8pp | 35.59%+0.4pp |
| Employer contribution / active EE | $28 | $2,340-98.8% | $2,912-99.1% | $2,755-99.0% |
| Participant deferral / active EE | $1,178 | $3,281-64.1% | $4,319-72.7% | $4,296-72.6% |
| Admin fee / account holder | $17 | $4,981-99.7% | $7,386-99.8% | $6,918-99.7% |