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 | $12,950 | $45,073-71.3% | $69,455-81.4% | $72,985-82.3% |
| Participation rate | 16.7% | 68.5%-51.8pp | 74.6%-57.9pp | 69.5%-52.8pp |
| Annual return | 590.73% | 22.65%+568.1pp | 28.97%+561.8pp | 81.00%+509.7pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $937 | $2,602-64.0% | $3,535-73.5% | $3,607-74.0% |
| Admin fee / account holder | $57 | $3,056-98.1% | $3,839-98.5% | $5,124-98.9% |