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 5-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 | $13,492 | $111,724-87.9% | $93,606-85.6% | $145,922-90.8% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 11.62% | 202.98%-191.4pp | 133.20%-121.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $392 | $3,090-87.3% | $2,420-83.8% | $4,660-91.6% |
| Participant deferral / active EE | $1,476 | $4,912-69.9% | $4,411-66.5% | $6,688-77.9% |
| Admin fee / account holder | $83 | $10,250-99.2% | $8,285-99.0% | $13,397-99.4% |