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 | $23,271 | $97,757-76.2% | $83,848-72.2% | $135,375-82.8% |
| Participation rate | 13.0% | 80.0%-66.9pp | 76.1%-63.1pp | 82.6%-69.6pp |
| Annual return | -9.37% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.1pp |
| Employer contribution / active EE | $529 | $4,222-87.5% | $3,631-85.4% | $4,779-88.9% |
| Participant deferral / active EE | $1,221 | $4,682-73.9% | $4,082-70.1% | $5,609-78.2% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |