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 10-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 | $8,444 | $90,348-90.7% | $75,972-88.9% | $145,922-94.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 11.74% | 620.88%-609.1pp | 359.55%-347.8pp | 561.29%-549.5pp |
| Employer contribution / active EE | $198 | $3,311-94.0% | $2,685-92.6% | $4,660-95.7% |
| Participant deferral / active EE | $3,198 | $5,162-38.1% | $4,255-24.9% | $6,688-52.2% |
| Admin fee / account holder | $33 | $8,467-99.6% | $6,467-99.5% | $13,397-99.8% |