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 | $12,376 | $54,705-77.4% | $71,209-82.6% | $84,808-85.4% |
| Participation rate | 55.9% | 64.1%-8.2pp | 73.8%-17.9pp | 68.3%-12.4pp |
| Annual return | 13.89% | 35.90%-22.0pp | 282.51%-268.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $223 | $2,158-89.7% | $2,721-91.8% | $2,631-91.5% |
| Participant deferral / active EE | $1,443 | $3,030-52.4% | $4,175-65.5% | $4,212-65.7% |
| Admin fee / account holder | $2 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |