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 8-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 | $27,730 | $39,019-28.9% | $80,716-65.6% | $85,850-67.7% |
| Participation rate | 45.2% | 41.5%+3.7pp | 54.2%-8.9pp | 69.3%-24.1pp |
| Annual return | 18.30% | 26.27%-8.0pp | 87.28%-69.0pp | 318.53%-300.2pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,867 | $1,326+40.8% | $2,146-13.0% | $3,952-52.8% |
| Admin fee / account holder | $201 | $2,431-91.7% | $3,380-94.1% | $6,260-96.8% |