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 | $7,769 | $149,040-94.8% | $120,225-93.5% | $137,256-94.3% |
| Participation rate | 63.6% | 75.4%-11.8pp | 69.6%-5.9pp | 80.0%-16.3pp |
| Annual return | 21.37% | 605.68%-584.3pp | 439.23%-417.9pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,135 | $4,655-54.1% | $3,999-46.6% | $6,407-66.7% |
| Admin fee / account holder | $164 | $6,348-97.4% | $5,696-97.1% | $12,270-98.7% |