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 | $12,710 | $37,426-66.0% | $77,482-83.6% | $79,858-84.1% |
| Participation rate | 9.1% | 41.5%-32.4pp | 54.2%-45.1pp | 69.6%-60.5pp |
| Annual return | 25.42% | 39.70%-14.3pp | 54.79%-29.4pp | 31.71%-6.3pp |
| Employer contribution / active EE | $92 | $637-85.6% | $986-90.7% | $2,471-96.3% |
| Participant deferral / active EE | $365 | $1,260-71.1% | $1,861-80.4% | $3,740-90.2% |
| Admin fee / account holder | $38 | $2,504-98.5% | $2,858-98.7% | $5,306-99.3% |