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 6-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 | $20,987 | $142,344-85.3% | $119,609-82.5% | $134,475-84.4% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.3%-39.3pp | 81.2%-41.2pp |
| Annual return | 2497.35% | -12.44%+2509.8pp | -14.97%+2512.3pp | 417.96%+2079.4pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,270 | $6,469-64.9% | $5,602-59.5% | $6,400-64.5% |
| Admin fee / account holder | $96 | $13,584-99.3% | $10,323-99.1% | $11,426-99.2% |