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 | $7,266 | $69,207-89.5% | $64,056-88.7% | $139,434-94.8% |
| Participation rate | 37.5% | 75.6%-38.1pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 12.29% | 45.88%-33.6pp | 33.69%-21.4pp | 372.94%-360.6pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,215 | $4,682-74.0% | $3,880-68.7% | $6,710-81.9% |
| Admin fee / account holder | $38 | $4,244-99.1% | $3,068-98.8% | $11,403-99.7% |