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 | $12,555 | $27,915-55.0% | $58,482-78.5% | $75,163-83.3% |
| Participation rate | 3.2% | 38.8%-35.6pp | 50.9%-47.7pp | 67.2%-64.0pp |
| Annual return | 21.53% | 44.20%-22.7pp | 4239.32%-4217.8pp | 160.62%-139.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $200 | $1,201-83.3% | $1,924-89.6% | $4,125-95.1% |
| Admin fee / account holder | $63 | $1,726-96.4% | $2,516-97.5% | $5,651-98.9% |