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 | $15,580 | $57,281-72.8% | $86,612-82.0% | $75,163-79.3% |
| Participation rate | 36.1% | 63.2%-27.1pp | 71.7%-35.6pp | 67.2%-31.1pp |
| Annual return | 22.09% | 2670.75%-2648.7pp | 591.07%-569.0pp | 160.62%-138.5pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,209 | $3,318-63.6% | $4,438-72.7% | $4,125-70.7% |
| Admin fee / account holder | $216 | $4,112-94.8% | $5,614-96.2% | $5,651-96.2% |