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 10-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 | $16,241 | $97,757-83.4% | $83,848-80.6% | $135,375-88.0% |
| Participation rate | 64.3% | 80.0%-15.7pp | 76.1%-11.9pp | 82.6%-18.4pp |
| Annual return | -9.35% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.1pp |
| Employer contribution / active EE | $494 | $4,222-88.3% | $3,631-86.4% | $4,779-89.7% |
| Participant deferral / active EE | $2,790 | $4,682-40.4% | $4,082-31.7% | $5,609-50.3% |
| Admin fee / account holder | $299 | $6,674-95.5% | $5,478-94.5% | $10,827-97.2% |