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 8-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 | $29,921 | $76,000-60.6% | $154,107-80.6% | $64,186-53.4% |
| Participation rate | 44.6% | 70.4%-25.8pp | 83.0%-38.4pp | 69.6%-25.0pp |
| Annual return | -6.67% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $271 | $3,351-91.9% | $5,298-94.9% | $2,381-88.6% |
| Participant deferral / active EE | $1,124 | $3,175-64.6% | $5,081-77.9% | $3,470-67.6% |
| Admin fee / account holder | $77 | $5,596-98.6% | $13,411-99.4% | $4,888-98.4% |