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 | $16,029 | $123,909-87.1% | $69,647-77.0% | $145,922-89.0% |
| Participation rate | 29.4% | 69.2%-39.8pp | 66.5%-37.0pp | 80.3%-50.9pp |
| Annual return | 11.03% | 190.55%-179.5pp | 100.48%-89.5pp | 561.29%-550.3pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,607 | $4,236-62.1% | $2,886-44.3% | $6,688-76.0% |
| Admin fee / account holder | $143 | $7,863-98.2% | $4,713-97.0% | $13,397-98.9% |