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 6-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 | $23,239 | $47,479-51.1% | $62,929-63.1% | $82,448-71.8% |
| Participation rate | 51.2% | 66.9%-15.6pp | 73.1%-21.9pp | 68.1%-16.8pp |
| Annual return | 25.91% | 20.34%+5.6pp | 1063.93%-1038.0pp | 41.64%-15.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,382 | $2,870+52.7% | $3,888+12.7% | $4,139+5.9% |
| Admin fee / account holder | $28 | $3,804-99.3% | $5,065-99.5% | $7,234-99.6% |