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 7-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 | $18,075 | $58,234-69.0% | $81,783-77.9% | $80,874-77.7% |
| Participation rate | 27.3% | 63.4%-36.2pp | 72.4%-45.1pp | 67.6%-40.4pp |
| Annual return | 14.61% | 41.70%-27.1pp | 775.05%-760.4pp | 35.62%-21.0pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $742 | $3,283-77.4% | $4,320-82.8% | $4,297-82.7% |
| Admin fee / account holder | $19 | $4,982-99.6% | $7,380-99.7% | $6,935-99.7% |