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 | $39,926 | $115,770-65.5% | $101,248-60.6% | $158,922-74.9% |
| Participation rate | 29.4% | 79.4%-50.0pp | 75.8%-46.4pp | 82.0%-52.5pp |
| Annual return | 10.35% | 56.14%-45.8pp | 46.47%-36.1pp | 302.83%-292.5pp |
| Employer contribution / active EE | $287 | $4,175-93.1% | $3,660-92.2% | $4,761-94.0% |
| Participant deferral / active EE | $2,177 | $4,957-56.1% | $4,370-50.2% | $5,982-63.6% |
| Admin fee / account holder | $28 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |