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 | $21,723 | $57,281-62.1% | $86,612-74.9% | $75,163-71.1% |
| Participation rate | 32.7% | 63.2%-30.5pp | 71.7%-39.0pp | 67.2%-34.5pp |
| Annual return | 22.92% | 2670.75%-2647.8pp | 591.07%-568.2pp | 160.62%-137.7pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,118 | $3,318-36.2% | $4,438-52.3% | $4,125-48.7% |
| Admin fee / account holder | $234 | $4,112-94.3% | $5,614-95.8% | $5,651-95.9% |