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 6-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 | $23,789 | $30,400-21.7% | $53,898-55.9% | $84,808-71.9% |
| Participation rate | 4.4% | 46.4%-42.0pp | 55.0%-50.5pp | 68.3%-63.9pp |
| Annual return | 18.84% | 500.19%-481.4pp | 528.60%-509.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $432 | $1,199-64.0% | $1,826-76.3% | $4,212-89.7% |
| Admin fee / account holder | $156 | $1,993-92.2% | $2,491-93.7% | $7,344-97.9% |