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 | $14,644 | $99,020-85.2% | $86,590-83.1% | $147,584-90.1% |
| Participation rate | 5.0% | 76.3%-71.3pp | 73.5%-68.5pp | 82.8%-77.8pp |
| Annual return | 18.87% | 1312.34%-1293.5pp | 964.84%-946.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $601 | $3,972-84.9% | $3,609-83.4% | $5,439-89.0% |
| Admin fee / account holder | $154 | $5,710-97.3% | $4,906-96.9% | $10,885-98.6% |