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 | $1,124 | $70,606-98.4% | $53,898-97.9% | $142,382-99.2% |
| Participation rate | 61.1% | 63.7%-2.6pp | 55.0%+6.2pp | 80.1%-19.0pp |
| Annual return | 24.44% | 619.81%-595.4pp | 528.60%-504.2pp | 217.08%-192.6pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $387 | $2,364-83.6% | $1,826-78.8% | $6,507-94.1% |
| Admin fee / account holder | $18 | $2,852-99.4% | $2,491-99.3% | $12,624-99.9% |