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 | $8,756 | $70,756-87.6% | $65,493-86.6% | $142,382-93.9% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.1%-17.6pp |
| Annual return | 17.58% | 1754.89%-1737.3pp | 982.45%-964.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,029 | $4,637-56.3% | $3,961-48.8% | $6,507-68.8% |
| Admin fee / account holder | $32 | $6,559-99.5% | $5,028-99.4% | $12,624-99.7% |