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 | $25,312 | $88,751-71.5% | $81,812-69.1% | $145,922-82.7% |
| Participation rate | 19.0% | 75.0%-56.0pp | 72.3%-53.3pp | 80.3%-61.2pp |
| Annual return | 9.65% | 1025.40%-1015.8pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,222 | $4,643-52.1% | $4,319-48.5% | $6,688-66.8% |
| Admin fee / account holder | $138 | $8,415-98.4% | $7,386-98.1% | $13,397-99.0% |