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 | $21,053 | $97,757-78.5% | $83,848-74.9% | $135,375-84.4% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -8.63% | 1287.37%-1296.0pp | 850.88%-859.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $285 | $4,222-93.3% | $3,631-92.2% | $4,779-94.0% |
| Participant deferral / active EE | $2,929 | $4,682-37.4% | $4,082-28.2% | $5,609-47.8% |
| Admin fee / account holder | $55 | $6,674-99.2% | $5,478-99.0% | $10,827-99.5% |