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 10-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 | $21,315 | $101,283-79.0% | $75,826-71.9% | $135,375-84.3% |
| Participation rate | 37.5% | 72.7%-35.2pp | 68.2%-30.7pp | 82.6%-45.1pp |
| Annual return | -5.28% | 3384.62%-3389.9pp | 1914.15%-1919.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $316 | $3,469-90.9% | $2,862-89.0% | $5,609-94.4% |
| Admin fee / account holder | $242 | $6,539-96.3% | $4,726-94.9% | $10,827-97.8% |