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 | $11,212 | $102,604-89.1% | $86,188-87.0% | $139,434-92.0% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | 19.18% | 1922.51%-1903.3pp | 1168.45%-1149.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $412 | $3,032-86.4% | $2,380-82.7% | $4,751-91.3% |
| Participant deferral / active EE | $1,821 | $4,676-61.1% | $3,985-54.3% | $6,710-72.9% |
| Admin fee / account holder | $55 | $8,657-99.4% | $6,852-99.2% | $11,403-99.5% |