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 | $27,246 | $138,044-80.3% | $125,339-78.3% | $134,475-79.7% |
| Participation rate | 46.7% | 84.5%-37.8pp | 82.4%-35.7pp | 81.2%-34.6pp |
| Annual return | -20.07% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $893 | $5,243-83.0% | $4,814-81.4% | $4,740-81.2% |
| Participant deferral / active EE | $2,621 | $7,799-66.4% | $7,446-64.8% | $6,400-59.0% |
| Admin fee / account holder | $54 | $11,571-99.5% | $10,010-99.5% | $11,426-99.5% |