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 | $3,018 | $70,606-95.7% | $53,898-94.4% | $142,382-97.9% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 21.80% | 619.81%-598.0pp | 528.60%-506.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $729 | $2,364-69.2% | $1,826-60.1% | $6,507-88.8% |
| Admin fee / account holder | $25 | $2,852-99.1% | $2,491-99.0% | $12,624-99.8% |