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 | $87,166-86.0% | $76,735-84.1% | $137,256-91.1% |
| Participation rate | 37.5% | 74.4%-36.9pp | 69.5%-32.0pp | 80.0%-42.5pp |
| Annual return | 33.12% | 26.50%+6.6pp | 29.77%+3.4pp | 220.34%-187.2pp |
| Employer contribution / active EE | $96 | $2,904-96.7% | $2,454-96.1% | $4,156-97.7% |
| Participant deferral / active EE | $2,587 | $4,726-45.3% | $4,088-36.7% | $6,407-59.6% |
| Admin fee / account holder | $86 | $8,403-99.0% | $7,189-98.8% | $12,270-99.3% |