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 | $22,373 | $104,106-78.5% | $71,086-68.5% | $135,375-83.5% |
| Participation rate | 62.5% | 65.7%-3.2pp | 54.7%+7.8pp | 82.6%-20.1pp |
| Annual return | -8.94% | 1256.30%-1265.2pp | 650.59%-659.5pp | 519.73%-528.7pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $632 | $2,527-75.0% | $1,874-66.3% | $5,609-88.7% |
| Admin fee / account holder | $213 | $4,142-94.9% | $3,082-93.1% | $10,827-98.0% |