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 3-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 | $29,658 | $99,877-70.3% | $84,966-65.1% | $145,922-79.7% |
| Participation rate | 53.8% | 74.1%-20.2pp | 67.5%-13.7pp | 80.3%-26.4pp |
| Annual return | 29.85% | 83.76%-53.9pp | 66.38%-36.5pp | 561.29%-531.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,289 | $5,291+56.7% | $4,519+83.4% | $6,688+23.9% |
| Admin fee / account holder | $44 | $7,248-99.4% | $6,149-99.3% | $13,397-99.7% |