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 8-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 | $20,955 | $75,935-72.4% | $60,547-65.4% | $125,391-83.3% |
| Participation rate | 17.6% | 76.5%-58.9pp | 68.0%-50.3pp | 83.2%-65.5pp |
| Annual return | -1.77% | -5.38%+3.6pp | 335.64%-337.4pp | 282.22%-284.0pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,555 | $4,506-65.5% | $3,328-53.3% | $5,352-70.9% |
| Admin fee / account holder | $4 | $6,768-99.9% | $4,536-99.9% | $9,540-100.0% |