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 7-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 | $20,749 | $96,484-78.5% | $75,886-72.7% | $152,861-86.4% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.3%-9.3pp | 82.4%-22.4pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $404 | $3,309-87.8% | $2,500-83.9% | $4,762-91.5% |
| Participant deferral / active EE | $1,094 | $4,553-76.0% | $3,603-69.6% | $5,850-81.3% |
| Admin fee / account holder | $148 | $8,078-98.2% | $5,418-97.3% | $11,596-98.7% |