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 9-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 | $12,550 | $72,071-82.6% | $68,368-81.6% | $137,256-90.9% |
| Participation rate | 31.3% | 76.2%-45.0pp | 73.8%-42.5pp | 80.0%-48.7pp |
| Annual return | 13.36% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $283 | $2,788-89.9% | $2,649-89.3% | $4,156-93.2% |
| Participant deferral / active EE | $602 | $4,410-86.4% | $4,123-85.4% | $6,407-90.6% |
| Admin fee / account holder | $157 | $5,336-97.1% | $5,150-96.9% | $12,270-98.7% |