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 | $7,305 | $90,397-91.9% | $76,002-90.4% | $145,959-95.0% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 16.82% | 621.97%-605.2pp | 360.07%-343.2pp | 561.95%-545.1pp |
| Employer contribution / active EE | $318 | $3,317-90.4% | $2,688-88.2% | $4,661-93.2% |
| Participant deferral / active EE | $1,122 | $5,163-78.3% | $4,257-73.6% | $6,689-83.2% |
| Admin fee / account holder | $35 | $8,369-99.6% | $6,414-99.4% | $13,398-99.7% |