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 6-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 | $9,231 | $100,773-90.8% | $88,946-89.6% | $142,382-93.5% |
| Participation rate | 44.4% | 74.3%-29.8pp | 68.8%-24.4pp | 80.1%-35.7pp |
| Annual return | 17.04% | 70.18%-53.1pp | 57.82%-40.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,119 | $5,230-78.6% | $4,581-75.6% | $6,507-82.8% |
| Admin fee / account holder | $91 | $9,693-99.1% | $8,261-98.9% | $12,624-99.3% |