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 | $20,958 | $31,310-33.1% | $53,898-61.1% | $74,304-71.8% |
| Participation rate | 3.9% | 30.7%-26.7pp | 55.0%-51.0pp | 60.3%-56.4pp |
| Annual return | 22.47% | 23.16%-0.7pp | 528.60%-506.1pp | 29.43%-7.0pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $251 | $934-73.2% | $1,826-86.3% | $3,767-93.3% |
| Admin fee / account holder | $131 | $2,175-94.0% | $2,491-94.7% | $2,969-95.6% |