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 | $20,728 | $58,512-64.6% | $84,015-75.3% | $72,985-71.6% |
| Participation rate | 34.9% | 61.2%-26.3pp | 69.0%-34.1pp | 69.5%-34.6pp |
| Annual return | 195.36% | 28.93%+166.4pp | 71.31%+124.0pp | 81.00%+114.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,788 | $2,394-25.3% | $3,239-44.8% | $3,607-50.4% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |