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 | $6,764 | $70,606-90.4% | $53,898-87.5% | $142,382-95.2% |
| Participation rate | 47.6% | 63.7%-16.1pp | 55.0%-7.3pp | 80.1%-32.5pp |
| Annual return | 22.36% | 619.81%-597.5pp | 528.60%-506.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,005 | $2,364-57.5% | $1,826-45.0% | $6,507-84.6% |
| Admin fee / account holder | $56 | $2,852-98.0% | $2,491-97.8% | $12,624-99.6% |