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 7-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 | $29,041 | $65,365-55.6% | $92,893-68.7% | $72,985-60.2% |
| Participation rate | 59.1% | 68.3%-9.2pp | 76.0%-16.9pp | 69.5%-10.4pp |
| Annual return | 21.22% | 42.10%-20.9pp | 109.41%-88.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | -$325 | $2,594-112.5% | $3,653-108.9% | $2,440-113.3% |
| Participant deferral / active EE | $2,542 | $3,128-18.7% | $4,236-40.0% | $3,607-29.5% |
| Admin fee / account holder | $63 | $4,251-98.5% | $5,794-98.9% | $5,124-98.8% |