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 9-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 | $11,341 | $42,383-73.2% | $76,523-85.2% | $64,186-82.3% |
| Participation rate | 55.6% | 58.1%-2.6pp | 68.0%-12.4pp | 69.6%-14.0pp |
| Annual return | 1148.00% | -16.54%+1164.5pp | -0.27%+1148.3pp | 7.63%+1140.4pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,046 | $2,566-20.3% | $3,835-46.6% | $3,470-41.0% |
| Admin fee / account holder | $89 | $3,198-97.2% | $4,848-98.2% | $4,888-98.2% |