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 5-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 | $2,385 | $29,667-92.0% | $56,441-95.8% | $80,874-97.1% |
| Participation rate | 27.6% | 41.7%-14.1pp | 52.5%-24.9pp | 67.6%-40.1pp |
| Annual return | 11.87% | 35.22%-23.4pp | 1704.21%-1692.3pp | 35.62%-23.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $254 | $1,227-79.3% | $1,953-87.0% | $4,297-94.1% |
| Admin fee / account holder | $142 | $2,429-94.2% | $2,829-95.0% | $6,935-98.0% |