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 | $28,588 | $107,334-73.4% | $92,893-69.2% | $152,861-81.3% |
| Participation rate | 21.7% | 79.8%-58.0pp | 76.0%-54.3pp | 82.4%-60.7pp |
| Annual return | 17.82% | 145.58%-127.8pp | 109.41%-91.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $291 | $4,221-93.1% | $3,653-92.0% | $4,762-93.9% |
| Participant deferral / active EE | $1,560 | $4,845-67.8% | $4,236-63.2% | $5,850-73.3% |
| Admin fee / account holder | $24 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |