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 | $17,254 | $105,998-83.7% | $92,233-81.3% | $147,584-88.3% |
| Participation rate | 30.8% | 80.4%-49.6pp | 76.5%-45.7pp | 82.8%-52.1pp |
| Annual return | 24.49% | 50.05%-25.6pp | 176.28%-151.8pp | 578.55%-554.1pp |
| Employer contribution / active EE | $630 | $4,333-85.5% | $3,679-82.9% | $4,876-87.1% |
| Participant deferral / active EE | $1,128 | $4,478-74.8% | $3,897-71.1% | $5,439-79.3% |
| Admin fee / account holder | $187 | $6,332-97.0% | $5,194-96.4% | $10,885-98.3% |