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 7-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 | $15,433 | $77,899-80.2% | $149,673-89.7% | $75,163-79.5% |
| Participation rate | 38.9% | 65.6%-26.7pp | 78.8%-39.9pp | 67.2%-28.3pp |
| Annual return | 16.36% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $291 | $3,137-90.7% | $4,818-94.0% | $2,670-89.1% |
| Participant deferral / active EE | $1,444 | $3,411-57.7% | $5,680-74.6% | $4,125-65.0% |
| Admin fee / account holder | $197 | $5,956-96.7% | $13,210-98.5% | $5,651-96.5% |