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 | $23,510 | $107,334-78.1% | $92,893-74.7% | $152,861-84.6% |
| Participation rate | 28.6% | 79.8%-51.2pp | 76.0%-47.4pp | 82.4%-53.9pp |
| Annual return | 21.29% | 145.58%-124.3pp | 109.41%-88.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $54 | $4,221-98.7% | $3,653-98.5% | $4,762-98.9% |
| Participant deferral / active EE | $1,357 | $4,845-72.0% | $4,236-68.0% | $5,850-76.8% |
| Admin fee / account holder | $15 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |