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 | $7,578 | $37,426-79.8% | $77,482-90.2% | $79,858-90.5% |
| Participation rate | 7.4% | 41.5%-34.1pp | 54.2%-46.8pp | 69.6%-62.2pp |
| Annual return | 29.44% | 39.70%-10.3pp | 54.79%-25.3pp | 31.71%-2.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $380 | $1,260-69.8% | $1,861-79.6% | $3,740-89.8% |
| Admin fee / account holder | $47 | $2,504-98.1% | $2,858-98.4% | $5,306-99.1% |