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 3-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 | $3,824 | $67,823-94.4% | $52,425-92.7% | $137,256-97.2% |
| Participation rate | 58.8% | 63.9%-5.1pp | 55.6%+3.2pp | 80.0%-21.1pp |
| Annual return | 25.84% | 219.11%-193.3pp | 302.12%-276.3pp | 220.34%-194.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,064 | $2,288-53.5% | $1,790-40.6% | $6,407-83.4% |
| Admin fee / account holder | $19 | $2,844-99.3% | $2,495-99.2% | $12,270-99.8% |