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 8-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 | $16,284 | $91,190-82.1% | $178,490-90.9% | $79,858-79.6% |
| Participation rate | 40.6% | 69.2%-28.6pp | 81.9%-41.3pp | 69.6%-29.0pp |
| Annual return | 16.54% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $233 | $3,256-92.8% | $5,011-95.3% | $2,471-90.6% |
| Participant deferral / active EE | $1,207 | $3,236-62.7% | $5,202-76.8% | $3,740-67.7% |
| Admin fee / account holder | $17 | $6,751-99.8% | $13,984-99.9% | $5,306-99.7% |