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 | $32,086 | $124,281-74.2% | $109,143-70.6% | $167,490-80.8% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 13.49% | 26.04%-12.5pp | 25.75%-12.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $96 | $4,207-97.7% | $3,722-97.4% | $4,837-98.0% |
| Participant deferral / active EE | $2,400 | $5,255-54.3% | $4,653-48.4% | $6,341-62.2% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |