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 | $37,570 | $54,705-31.3% | $71,209-47.2% | $84,808-55.7% |
| Participation rate | 18.2% | 64.1%-45.9pp | 73.8%-55.6pp | 68.3%-50.1pp |
| Annual return | 24.53% | 35.90%-11.4pp | 282.51%-258.0pp | 40.90%-16.4pp |
| Employer contribution / active EE | $91 | $2,158-95.8% | $2,721-96.7% | $2,631-96.5% |
| Participant deferral / active EE | $1,450 | $3,030-52.2% | $4,175-65.3% | $4,212-65.6% |
| Admin fee / account holder | $241 | $4,863-95.0% | $5,349-95.5% | $7,344-96.7% |