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 | $7,462 | $96,305-92.3% | $80,569-90.7% | $139,434-94.6% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 20.27% | 1350.08%-1329.8pp | 935.43%-915.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $10 | $3,262-99.7% | $2,723-99.6% | $4,751-99.8% |
| Participant deferral / active EE | $952 | $5,232-81.8% | $4,447-78.6% | $6,710-85.8% |
| Admin fee / account holder | $64 | $6,599-99.0% | $5,377-98.8% | $11,403-99.4% |