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 | $23,977 | $32,037-25.2% | $69,182-65.3% | $62,891-61.9% |
| Participation rate | 22.8% | 43.4%-20.6pp | 55.1%-32.3pp | 69.3%-46.5pp |
| Annual return | 8.00% | 15.16%-7.2pp | -21.93%+29.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $352 | $1,185-70.3% | $1,897-81.5% | $3,203-89.0% |
| Admin fee / account holder | $7 | $2,608-99.7% | $2,697-99.7% | $4,296-99.8% |