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 | $16,042 | $27,915-42.5% | $58,482-72.6% | $75,163-78.7% |
| Participation rate | 8.2% | 38.8%-30.6pp | 50.9%-42.7pp | 67.2%-59.0pp |
| Annual return | 21.26% | 44.20%-22.9pp | 4239.32%-4218.1pp | 160.62%-139.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $374 | $1,201-68.9% | $1,924-80.6% | $4,125-90.9% |
| Admin fee / account holder | $140 | $1,726-91.9% | $2,516-94.5% | $5,651-97.5% |