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 | $13,247 | $88,751-85.1% | $81,812-83.8% | $145,922-90.9% |
| Participation rate | 45.8% | 75.0%-29.2pp | 72.3%-26.5pp | 80.3%-34.4pp |
| Annual return | 20.34% | 1025.40%-1005.1pp | 773.79%-753.4pp | 561.29%-540.9pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,517 | $4,643-45.8% | $4,319-41.7% | $6,688-62.4% |
| Admin fee / account holder | $90 | $8,415-98.9% | $7,386-98.8% | $13,397-99.3% |