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 | $29,157 | $35,183-17.1% | $73,545-60.4% | $70,131-58.4% |
| Participation rate | 5.3% | 42.9%-37.7pp | 54.9%-49.7pp | 69.5%-64.3pp |
| Annual return | 16.22% | 26.90%-10.7pp | -15.16%+31.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $74 | $709-89.5% | $1,219-93.9% | $2,342-96.8% |
| Participant deferral / active EE | $414 | $1,220-66.1% | $1,806-77.1% | $3,332-87.6% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |