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 3-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 | $13,218 | $55,415-76.1% | $155,509-91.5% | $74,495-82.3% |
| Participation rate | 16.4% | 61.9%-45.5pp | 78.2%-61.8pp | 67.2%-50.8pp |
| Annual return | 21.36% | 268.50%-247.1pp | 64.67%-43.3pp | 1364.94%-1343.6pp |
| Employer contribution / active EE | $203 | $2,267-91.0% | $4,672-95.7% | $2,623-92.3% |
| Participant deferral / active EE | $847 | $2,836-70.1% | $5,626-84.9% | $4,346-80.5% |
| Admin fee / account holder | $186 | $1,738-89.3% | $15,912-98.8% | $1,942-90.4% |