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 | $5,920 | $81,625-92.7% | $58,482-89.9% | $139,434-95.8% |
| Participation rate | 22.7% | 61.3%-38.6pp | 50.9%-28.1pp | 80.3%-57.6pp |
| Annual return | 17.95% | 7404.20%-7386.2pp | 4239.32%-4221.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $289 | $2,557-88.7% | $1,924-85.0% | $6,710-95.7% |
| Admin fee / account holder | $125 | $3,265-96.2% | $2,516-95.0% | $11,403-98.9% |