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 | $21,753 | $30,400-28.4% | $53,898-59.6% | $84,808-74.4% |
| Participation rate | 9.7% | 46.4%-36.8pp | 55.0%-45.3pp | 68.3%-58.6pp |
| Annual return | 17.09% | 500.19%-483.1pp | 528.60%-511.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $302 | $1,199-74.8% | $1,826-83.5% | $4,212-92.8% |
| Admin fee / account holder | $214 | $1,993-89.3% | $2,491-91.4% | $7,344-97.1% |