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 | $12,654 | $111,814-88.7% | $93,654-86.5% | $145,959-91.3% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 19.81% | 203.30%-183.5pp | 133.34%-113.5pp | 561.95%-542.1pp |
| Employer contribution / active EE | $223 | $3,092-92.8% | $2,421-90.8% | $4,661-95.2% |
| Participant deferral / active EE | $1,465 | $4,914-70.2% | $4,413-66.8% | $6,689-78.1% |
| Admin fee / account holder | $95 | $10,246-99.1% | $8,282-98.9% | $13,398-99.3% |