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 9-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 | $40,263 | $96,484-58.3% | $75,886-46.9% | $152,861-73.7% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 18.25% | 33.98%-15.7pp | 30.76%-12.5pp | 345.32%-327.1pp |
| Employer contribution / active EE | $378 | $3,309-88.6% | $2,500-84.9% | $4,762-92.1% |
| Participant deferral / active EE | $1,888 | $4,553-58.5% | $3,603-47.6% | $5,850-67.7% |
| Admin fee / account holder | $40 | $8,078-99.5% | $5,418-99.3% | $11,596-99.7% |