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 | $14,327 | $60,124-76.2% | $90,404-84.2% | $79,858-82.1% |
| Participation rate | 25.9% | 65.0%-39.1pp | 72.7%-46.8pp | 69.6%-43.7pp |
| Annual return | 22.61% | 71.94%-49.3pp | 1293.02%-1270.4pp | 31.71%-9.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,436 | $2,938-17.1% | $3,963-38.5% | $3,740-34.9% |
| Admin fee / account holder | $64 | $3,976-98.4% | $5,611-98.9% | $5,306-98.8% |