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 3-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 | $26,763 | $48,795-45.2% | $65,493-59.1% | $84,808-68.4% |
| Participation rate | 23.1% | 67.0%-43.9pp | 73.1%-50.0pp | 68.3%-45.2pp |
| Annual return | 127.08% | 20.20%+106.9pp | 982.45%-855.4pp | 40.90%+86.2pp |
| Employer contribution / active EE | $95 | $1,930-95.1% | $2,574-96.3% | $2,631-96.4% |
| Participant deferral / active EE | $919 | $2,928-68.6% | $3,961-76.8% | $4,212-78.2% |
| Admin fee / account holder | $76 | $3,877-98.0% | $5,028-98.5% | $7,344-99.0% |