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 9-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 | $60,635 | $97,757-38.0% | $83,848-27.7% | $135,375-55.2% |
| Participation rate | 20.0% | 80.0%-60.0pp | 76.1%-56.1pp | 82.6%-62.6pp |
| Annual return | -8.27% | 1287.37%-1295.6pp | 850.88%-859.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $478 | $4,222-88.7% | $3,631-86.8% | $4,779-90.0% |
| Participant deferral / active EE | $3,600 | $4,682-23.1% | $4,082-11.8% | $5,609-35.8% |
| Admin fee / account holder | $223 | $6,674-96.7% | $5,478-95.9% | $10,827-97.9% |