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 10-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 | $27,778 | $35,183-21.0% | $73,545-62.2% | $70,131-60.4% |
| Participation rate | 30.8% | 42.9%-12.2pp | 54.9%-24.2pp | 69.5%-38.8pp |
| Annual return | 19.58% | 26.90%-7.3pp | -15.16%+34.7pp | 73.14%-53.6pp |
| Employer contribution / active EE | $75 | $709-89.3% | $1,219-93.8% | $2,342-96.8% |
| Participant deferral / active EE | $731 | $1,220-40.1% | $1,806-59.5% | $3,332-78.1% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |