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 | $27,633 | $72,400-61.8% | $67,502-59.1% | $145,922-81.1% |
| Participation rate | 45.5% | 76.9%-31.4pp | 72.9%-27.4pp | 80.3%-34.8pp |
| Annual return | 17.33% | 7182.46%-7165.1pp | 3512.12%-3494.8pp | 561.29%-544.0pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,409 | $4,783-28.7% | $4,000-14.8% | $6,688-49.0% |
| Admin fee / account holder | $12 | $5,539-99.8% | $3,998-99.7% | $13,397-99.9% |