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 3-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 | $151,076 | $92,703+63.0% | $82,719+82.6% | $134,475+12.3% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -16.54% | 944.92%-961.5pp | 701.18%-717.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,577 | $4,802-67.2% | $4,395-64.1% | $6,400-75.4% |
| Admin fee / account holder | $40 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |