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 3-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 | $14,007 | $54,705-74.4% | $71,209-80.3% | $84,808-83.5% |
| Participation rate | 11.7% | 64.1%-52.4pp | 73.8%-62.1pp | 68.3%-56.6pp |
| Annual return | 18.63% | 35.90%-17.3pp | 282.51%-263.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $114 | $2,158-94.7% | $2,721-95.8% | $2,631-95.6% |
| Participant deferral / active EE | $600 | $3,030-80.2% | $4,175-85.6% | $4,212-85.8% |
| Admin fee / account holder | $21 | $4,863-99.6% | $5,349-99.6% | $7,344-99.7% |