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 | $23,554 | $104,106-77.4% | $71,086-66.9% | $135,375-82.6% |
| Participation rate | 47.8% | 65.7%-17.8pp | 54.7%-6.8pp | 82.6%-34.8pp |
| Annual return | -7.91% | 1256.30%-1264.2pp | 650.59%-658.5pp | 519.73%-527.6pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,668 | $2,527-34.0% | $1,874-11.0% | $5,609-70.3% |
| Admin fee / account holder | $9 | $4,142-99.8% | $3,082-99.7% | $10,827-99.9% |