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 | $18,623 | $93,024-80.0% | $77,024-75.8% | $134,475-86.2% |
| Participation rate | 57.1% | 74.5%-17.3pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -20.10% | 62.60%-82.7pp | 42.32%-62.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,110 | $5,238-21.5% | $4,426-7.1% | $6,400-35.8% |
| Admin fee / account holder | $193 | $6,944-97.2% | $5,425-96.4% | $11,426-98.3% |