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 9-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 | $62,889 | $85,766-26.7% | $136,294-53.9% | $70,131-10.3% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 15.00% | 31.45%-16.5pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $10 | $2,966-99.7% | $4,695-99.8% | $2,342-99.6% |
| Participant deferral / active EE | $2,466 | $5,051-51.2% | $6,247-60.5% | $3,332-26.0% |
| Admin fee / account holder | $270 | $5,420-95.0% | $9,243-97.1% | $4,645-94.2% |