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 8-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 | $19,326 | $115,770-83.3% | $101,248-80.9% | $158,922-87.8% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 18.11% | 56.14%-38.0pp | 46.47%-28.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $738 | $4,175-82.3% | $3,660-79.8% | $4,761-84.5% |
| Participant deferral / active EE | $3,817 | $4,957-23.0% | $4,370-12.6% | $5,982-36.2% |
| Admin fee / account holder | $70 | $7,245-99.0% | $5,945-98.8% | $11,246-99.4% |