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 | $8,565 | $34,308-75.0% | $74,701-88.5% | $72,985-88.3% |
| Participation rate | 29.4% | 42.4%-13.0pp | 54.5%-25.0pp | 69.5%-40.1pp |
| Annual return | 19.25% | 26.58%-7.3pp | 752.92%-733.7pp | 81.00%-61.7pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $707 | $1,271-44.4% | $1,964-64.0% | $3,607-80.4% |
| Admin fee / account holder | $123 | $2,124-94.2% | $3,333-96.3% | $5,124-97.6% |