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 | $51,638-27.2% | $68,368-45.0% | $82,448-54.4% |
| Participation rate | 18.2% | 63.6%-45.4pp | 73.8%-55.6pp | 68.1%-49.9pp |
| Annual return | 24.53% | 37.53%-13.0pp | 292.57%-268.0pp | 41.64%-17.1pp |
| Employer contribution / active EE | $91 | $2,047-95.6% | $2,649-96.6% | $2,551-96.4% |
| Participant deferral / active EE | $1,450 | $2,914-50.2% | $4,123-64.8% | $4,139-65.0% |
| Admin fee / account holder | $241 | $4,643-94.8% | $5,150-95.3% | $7,234-96.7% |