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 | $29,897 | $109,327-72.7% | $89,391-66.6% | $158,922-81.2% |
| Participation rate | 10.0% | 74.3%-64.3pp | 68.0%-58.0pp | 82.0%-72.0pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,600 | $4,598-43.5% | $3,890-33.2% | $5,982-56.5% |
| Admin fee / account holder | $90 | $6,153-98.5% | $4,881-98.2% | $11,246-99.2% |