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 | $9,520 | $36,943-74.2% | $52,425-81.8% | $103,975-90.8% |
| Participation rate | 1.9% | 27.5%-25.6pp | 55.6%-53.7pp | 72.5%-70.6pp |
| Annual return | 34.20% | 17.59%+16.6pp | 302.12%-267.9pp | 19.41%+14.8pp |
| Employer contribution / active EE | $0 | $884-100.0% | $914-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $86 | $1,347-93.6% | $1,790-95.2% | $5,343-98.4% |
| Admin fee / account holder | $286 | $508-43.8% | $2,495-88.6% | $332-14.1% |