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 | $12,752 | $88,594-85.6% | $70,092-81.8% | $134,475-90.5% |
| Participation rate | 42.1% | 74.9%-32.8pp | 70.5%-28.4pp | 81.2%-39.1pp |
| Annual return | -17.63% | 442.67%-460.3pp | 190.73%-208.4pp | 417.96%-435.6pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,899 | $4,772-60.2% | $3,849-50.7% | $6,400-70.3% |
| Admin fee / account holder | $11 | $10,441-99.9% | $6,267-99.8% | $11,426-99.9% |