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 | $10,595 | $34,934-69.7% | $56,411-81.2% | $74,495-85.8% |
| Participation rate | 0.0% | 32.8%-32.8pp | 52.5%-52.5pp | 67.2%-67.2pp |
| Annual return | 13.68% | 25.94%-12.3pp | 1701.33%-1687.6pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $422 | $1,170-63.9% | $1,952-78.4% | $4,346-90.3% |
| Admin fee / account holder | $45 | $2,364-98.1% | $2,829-98.4% | $1,942-97.7% |