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 | $28,717 | $34,934-17.8% | $56,411-49.1% | $74,495-61.5% |
| Participation rate | 17.6% | 32.8%-15.2pp | 52.5%-34.9pp | 67.2%-49.6pp |
| Annual return | 14.19% | 25.94%-11.7pp | 1701.33%-1687.1pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,326 | $1,170+13.3% | $1,952-32.1% | $4,346-69.5% |
| Admin fee / account holder | $0 | $2,364-100.0% | $2,829-100.0% | $1,942-100.0% |