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 7-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 | $11,498 | $110,809-89.6% | $86,874-86.8% | $167,490-93.1% |
| Participation rate | 40.0% | 75.8%-35.8pp | 71.6%-31.6pp | 82.1%-42.1pp |
| Annual return | 18.63% | 116.98%-98.3pp | 63.52%-44.9pp | 478.56%-459.9pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,322 | $4,546-70.9% | $3,699-64.3% | $6,341-79.1% |
| Admin fee / account holder | $8 | $8,415-99.9% | $5,828-99.9% | $12,309-99.9% |