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 9-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 | $23,644 | $107,015-77.9% | $73,545-67.9% | $147,584-84.0% |
| Participation rate | 62.5% | 66.4%-3.9pp | 54.9%+7.6pp | 82.8%-20.3pp |
| Annual return | 15.78% | 38.25%-22.5pp | -15.16%+30.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $661 | $2,462-73.2% | $1,806-63.4% | $5,439-87.9% |
| Admin fee / account holder | $195 | $3,055-93.6% | $2,320-91.6% | $10,885-98.2% |