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 | $21,806 | $97,757-77.7% | $83,848-74.0% | $135,375-83.9% |
| Participation rate | 15.8% | 80.0%-64.2pp | 76.1%-60.4pp | 82.6%-66.9pp |
| Annual return | -8.33% | 1287.37%-1295.7pp | 850.88%-859.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $171 | $4,222-95.9% | $3,631-95.3% | $4,779-96.4% |
| Participant deferral / active EE | $1,324 | $4,682-71.7% | $4,082-67.6% | $5,609-76.4% |
| Admin fee / account holder | $180 | $6,674-97.3% | $5,478-96.7% | $10,827-98.3% |