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 9-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 | $27,884 | $149,734-81.4% | $118,925-76.6% | $158,922-82.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 20.08% | 19.95%+0.1pp | 35.88%-15.8pp | 302.83%-282.7pp |
| Employer contribution / active EE | $630 | $4,115-84.7% | $3,263-80.7% | $4,761-86.8% |
| Participant deferral / active EE | $1,943 | $5,223-62.8% | $4,265-54.5% | $5,982-67.5% |
| Admin fee / account holder | $109 | $8,603-98.7% | $6,581-98.3% | $11,246-99.0% |