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 6-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 | $19,448 | $111,754-82.6% | $103,333-81.2% | $145,922-86.7% |
| Participation rate | 15.4% | 77.9%-62.6pp | 74.5%-59.1pp | 80.3%-64.9pp |
| Annual return | 22.15% | 24.77%-2.6pp | 24.88%-2.7pp | 561.29%-539.1pp |
| Employer contribution / active EE | $177 | $4,212-95.8% | $3,868-95.4% | $4,660-96.2% |
| Participant deferral / active EE | $1,677 | $5,619-70.2% | $5,057-66.8% | $6,688-74.9% |
| Admin fee / account holder | $186 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |