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 | $21,974 | $29,660-25.9% | $56,411-61.0% | $80,856-72.8% |
| Participation rate | 18.9% | 41.6%-22.7pp | 52.5%-33.5pp | 67.6%-48.7pp |
| Annual return | 12.87% | 35.23%-22.4pp | 1701.33%-1688.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,579 | $1,226+28.8% | $1,952-19.1% | $4,296-63.3% |
| Admin fee / account holder | $45 | $2,428-98.1% | $2,829-98.4% | $6,918-99.3% |