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 | $12,185 | $95,266-87.2% | $82,389-85.2% | $142,382-91.4% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.5%-32.0pp | 80.1%-42.6pp |
| Annual return | 33.12% | 25.74%+7.4pp | 28.67%+4.5pp | 217.08%-184.0pp |
| Employer contribution / active EE | $96 | $2,991-96.8% | $2,517-96.2% | $4,299-97.8% |
| Participant deferral / active EE | $2,587 | $4,809-46.2% | $4,155-37.7% | $6,507-60.2% |
| Admin fee / account holder | $86 | $8,563-99.0% | $7,231-98.8% | $12,624-99.3% |