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 | $19,878 | $115,770-82.8% | $101,248-80.4% | $158,922-87.5% |
| Participation rate | 17.6% | 79.4%-61.7pp | 75.8%-58.2pp | 82.0%-64.3pp |
| Annual return | 97.13% | 56.14%+41.0pp | 46.47%+50.7pp | 302.83%-205.7pp |
| Employer contribution / active EE | $141 | $4,175-96.6% | $3,660-96.1% | $4,761-97.0% |
| Participant deferral / active EE | $2,364 | $4,957-52.3% | $4,370-45.9% | $5,982-60.5% |
| Admin fee / account holder | $85 | $7,245-98.8% | $5,945-98.6% | $11,246-99.2% |