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 | $24,805 | $159,901-84.5% | $146,958-83.1% | $145,922-83.0% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.7pp |
| Annual return | 55.78% | 98.13%-42.4pp | 418.34%-362.6pp | 561.29%-505.5pp |
| Employer contribution / active EE | $56 | $5,286-98.9% | $4,933-98.9% | $4,660-98.8% |
| Participant deferral / active EE | $5,657 | $8,428-32.9% | $8,070-29.9% | $6,688-15.4% |
| Admin fee / account holder | $36 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |