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 | $7,604 | $99,919-92.4% | - | $158,922-95.2% |
| Participation rate | 50.0% | 71.6%-21.6pp | - | 82.0%-32.0pp |
| Annual return | 31.43% | 35.31%-3.9pp | - | 302.83%-271.4pp |
| Employer contribution / active EE | $52 | $3,686-98.6% | - | $4,761-98.9% |
| Participant deferral / active EE | $1,480 | $4,771-69.0% | - | $5,982-75.3% |
| Admin fee / account holder | $0 | $2,820-100.0% | - | $11,246-100.0% |